Financial Consultant Partner- Monarch Beach (Dana Point), CA

Your Opportunity

At Schwab, you’re empowered to shape your career and make a meaningful impact. Here, innovative thinking meets practical problem-solving as we challenge the status quo and transform the finance industry together. As a Financial Consultant Partner (FCP), you’ll be at the heart of the action, serving as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. With your developing expertise, you will deepen both new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC along the way. You’ll 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 a seasoned advisor, this could be the right role for you.

What you have

• 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 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
• 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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

• 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

Location

Dana Point, CA