Financial Consultant Partner - Bellevue, WA

At Schwab,  you’re   empowered to make an impact on your career. Here, innovative thought  meets   creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  

As a Financial Consultant Partner   (FCP) ,   you are in the heart of the action ,  acting as a trusted partner  to our  Sr. Financial Consultants  (FC)  and their practice clients.  Through your developed  expertise , you  will deepen new and existing client relationships,  uncovering   business development opportunities   and  learning   from  your Sr. FC all along the way.  You’ll   support the growth and management of an affluent wealth management practice,  providing exceptional service,  advice, 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 role for you.   

Required Qualifications:    

• 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  

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.

We offer a competitive benefits package that takes care of the whole you – both 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