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Financial Consultant Partner - Houston, TX (Clear Lake)Charles Schwab Inc. • Webster, TX, United States
Financial Consultant Partner - Houston, TX (Clear Lake)
Charles Schwab Inc. • Webster, TX, United States
3 days ago
Job type
- Full-time
Job description
Your Opportunity
At Schwab, you'll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you'll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As a Financial Consultant Partner (FCP), you'll partner with Senior Financial Consultant(s) to support and grow affluent practice. In this client-facing role, you'll strengthen relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship.
You'll play a key role connecting clients and advisors, uncovering opportunities, and delivering consistent, high-quality client experience. This role is ideal for a licensed professional who is client-focused, detail-oriented, and motivated to grow their impact and expertise.
- Build strong relationships with Senior Financial Consultant(s) and serve as a trusted partner in supporting their practice, client engagement, service, and ongoing business development
- Support delivery of client solutions aligned to financial goals
- Identify opportunities to deepen relationships and drive growth
- Prepare for and support client meetings, including documentation and follow-up
- Collaborate across the branch and firm to deliver seamless client experience
- Maintain accurate client information and support daily operations
Why you're set up for success:
Schwab Training and Development
Start with Wealth Management Universitya four-week, live virtual program designed to build your foundation for success.
Afterward, continue your development through hands-on training and mentorship in your branch, partnering closely with your manager, peers, and mentors for guidance tailored to your goals.
Career Pathing
The Financial Consultant Partner role provides a clear path toward a Financial Consultant position, building your client relationships, business development skills, and financial expertise.
Schwab also supports a "choose your own adventure" approachempowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
You'll be supported by leaders who invest in your growth and encourage continuous learning over time.
Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What You Have
The expertise you bring:
A valid and active FINRA Series 7 license required
Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
The skills you bring:
Attention to Detail
Ensure accuracy in client interactions, documentation, and operational processes
Identify and address discrepancies early to help maintain a strong, consistent client experience
Building Collaborative Relationships
Partner effectively with Financial Consultants, branch teams, and internal partners to support client needs
Contribute to a team-first culture by sharing insights, supporting peers, and driving collective success
Active Listening
Use active listening and thoughtful questioning to understand client goals and align next steps to their needs
Communicate with clarity and care confirm understanding, capture key details, and follow through on commitments
Coachability
Actively seek feedback, reflect on input, and apply coaching to strengthen your skills and impact
Demonstrate openness to learning from managers, peers, and mentors using guidance to accelerate development and improve performance
Adaptability
Adjust your approach based on client needs, changing priorities, and new information staying focused on delivering strong outcomes
Take ownership of learning and change by embracing new processes, tools, or ways of working to better support clients and the practice
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Financial Consultant Partner - Houston, TX (Clear Lake) • Webster, TX, United States
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