Financial Consultant Partner - International Branch

Your opportunity

At Schwab, you are empowered to make an impact on your career. Innovative thinking meets creative problem solving here, helping to challenge the status quo and transform the finance industry together. We prioritize in-office collaboration and expect the selected candidate to work on site in the stated location. This role is part of the International Branch network, which delivers Wealth Management to cross-border (non-US resident) clients to address their financial needs. In collaboration with International Financial Consultants (FCs) and International Wealth Consultants (WCs), the Financial Consultant Partner will support the growth and oversight of an affluent wealth management practice. This includes servicing clients, expanding client relationships, and providing guidance within the practice clients of the Senior Financial Consultant. The Financial Consultant Partner will contribute to growing the practice by partnering with FCs and WCs to pursue business development opportunities. As a Financial Consultant Partner (FCP), you play a central role as a trusted partner to our International FCs and WCs and their practice clients. With your growing expertise, you will deepen new and existing client relationships, identify business development opportunities, and continue learning. You will support the growth and management of an affluent wealth management practice, delivering exceptional service, guidance, and relationship management. If you are a licensed financial professional with a passion for wealth management and a desire to grow under the mentorship of an experienced advisor, this role may be a strong fit.

Location: Orlando, FL 32802

What you have

Required Qualifications:

• A valid and active 7, Series 66 (63/65) license required (*license(s) may be obtained under a condition of employment*)
• Fluency in Mandarin language used to support International clients

Preferred Qualifications:

• 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
• Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool
• Openness to manage local and virtual events, as needed

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you are empowered to shape your future. We support your growth through meaningful work, ongoing learning, and a culture built on trust and collaboration, enabling you to develop skills that leave a lasting impact.

We offer a competitive benefits package designed to care for the whole you today and in the future:

• 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