Charles Schwab · 1 week ago
Financial Consultant Partner - Menlo Park, CA
Menlo Park, CA
Full-time
Onsite
Mid Level
3+ years expCharles Schwab is a leader in the finance industry, committed to empowering employees to make an impact. The Financial Consultant Partner will support the growth and management of an affluent wealth management practice, servicing clients and collaborating with the Sr. Financial Consultant to pursue business development opportunities.
Financial Services
Responsibilities
Support the growth and management of an affluent wealth management practice
Servicing clients
Growing client relationships
Delivering advice with the practice clients of the Sr. Financial Consultant
Help grow the practice by partnering with their Sr. FC to pursue business development opportunities
Deepen new and existing client relationships
Uncovering business development opportunities
Support the growth and management of an affluent wealth management practice
Providing exceptional service, advice, and relationship management
Qualification
Required
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
Preferred
3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
Ability to identify new relationship development
Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
Ability to uncover and meet client needs and effectively manage client expectations
Ability to build and maintain good cross-enterprise working relationships
Capability to become a Notary
Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
Openness to manage local events, as needed
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
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