Financial Consultant Partner - International Branch

Your Opportunity

At Schwab, you have the power to influence your career trajectory. Here, innovative thinking meets practical problem solving to challenge the status quo and transform the finance industry together. We value in-person collaboration and expect the selected candidate to work on site in Westlake, TX 76262.

This role sits within the International Branch network, which delivers Wealth Management to cross-border (non-US resident) clients to address their financial needs. In partnership with International Financial Consultants (FCs) and International Wealth Consultants (WCs), the Financial Consultant Partner supports the growth and oversight of an affluent wealth management practice. This includes servicing clients, expanding relationships, and delivering advice to the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by collaborating with FCs and WCs to pursue business development opportunities.

As a Financial Consultant Partner (FCP), you are at the center of activity, acting as a trusted partner to our International FCs and WCs and their practice clients. With your developed expertise, you will deepen new and existing client relationships, identify business development opportunities, and continue learning along the way. 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 could be a fit.

What you have

• 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
• Proven ability to manage multiple tasks simultaneously and prioritize effectively
• Ability to identify new relationship development opportunities
• Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
• Ability to uncover client needs and manage client expectations
• Ability to establish and maintain cross-enterprise working relationships
• Experience updating and compiling client information through Schwab’s internal 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

Schwab supports you in shaping your future through meaningful work, ongoing learning, and a culture of trust and collaboration, helping you develop the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you today and in the future, including:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 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