Financial Consultant Partner - Napa, CA

Opportunity

At Schwab, you can influence your career trajectory while contributing to an innovative, problem-solving culture that aims to move the finance industry forward. This role sits within the Branch Network, which focuses on delivering Wealth Management services to individuals and families to meet their financial needs. Working with the Senior Financial Consultant, the Financial Consultant Partner supports the growth and management of an affluent wealth management practice, including client servicing, expanding relationships, and providing guidance to the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner drives practice growth by partnering with the Sr. FC to pursue business development opportunities. 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 strong fit.

Location: Napa, CA 94581

For more information about our client offerings, visit Charles Schwab - Investor Services.

What you will do

• Serve, deepen, and manage client relationships while delivering advice to the practice clients of the Sr. FC.
• Collaborate with the Sr. FC to pursue business development opportunities and grow the practice.
• Provide outstanding service, guidance, and relationship management as part of an affluent wealth management team.
• Partner with your Sr. FC to grow the practice and pursue opportunities for expansion.

What you have

A valid and active Series 7 license is required, and the license may be obtained under a condition of employment through the Branch Network Licensing Program. A valid and active Series 66 (63/65) license is required and may be obtained under a condition of employment.

Preferred Qualifications

• 3+ years of experience in the Financial Services Industry
• Strong written and verbal communication skills
• Proven ability to manage multiple tasks simultaneously and prioritize effectively
• Ability to identify opportunities for new relationship development
• Openness to build, refresh, and deliver financial plans for practice clients in partnership with the Sr. Financial Consultant(s)
• Ability to identify client needs and manage expectations accordingly
• Ability to establish and maintain strong cross-enterprise working relationships
• Capability to become a Notary
• Experience updating and compiling client information through Schwab’s internal CRM tool is a plus
• Willingness to support local events as needed

Additional details

In addition to the salary range, this role is eligible for bonus or incentive opportunities. Pursuant to the SAFE Act, all employees involved in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and complete the SAFE Act background check and registration process.

What’s in it for you

Schwab empowers you to shape your future through meaningful work, ongoing learning, and a culture built on trust and collaboration, helping you develop skills that create a lasting impact. We offer a competitive benefits package that supports you today and in the future, including a 401(k) with company match and an Employee Stock Purchase Plan; paid time off for vacation and volunteering; a 28-day sabbatical after every five years of service for eligible positions; paid parental leave and family building benefits; tuition reimbursement; and health, dental, and vision insurance.