Financial Consultant Partner - Atlanta, GA - Cobb

Financial Consultant Partner - Atlanta, GA - Cobb

Join to apply for the Financial Consultant Partner role at Charles Schwab
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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.

This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Senior Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice, servicing clients, growing client relationships, and delivering advice. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.

• 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 (or 63/65) license is required (license(s) may be obtained under a condition of employment).

• 3+ years of Financial Services Industry Experience.
• Strong written and verbal communication skills.
• 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 Senior Financial Consultants.
• 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.

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

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.

• Seniority level:
  Mid‑Senior level.
• Employment type:
  
  Full‑time.
• Job function:
  Finance and Sales.

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