Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Financial Consultant Partner - Austin, TX (Downtown) image - Rise Careers
Job details

Financial Consultant Partner - Austin, TX (Downtown)

Position Type: Regular

Your opportunity


 

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.

 

What you have


 

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  

 

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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
Charles Schwab Glassdoor Company Review
4.1 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
Charles Schwab DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Charles Schwab
Charles Schwab CEO photo
Walt Bettinger II
Approve of CEO

Average salary estimate

$100000 / YEARLY (est.)
min
max
$80000K
$120000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User

Take the lead in delivering innovative digital advice solutions as a Senior Product Manager at Schwab.

Join International Food Group as a Finance Business Partner, providing vital support and analysis for the Merchandising & Export team.

Photo of the Rise User
Kanbrick Hybrid Charlotte, North Carolina, United States
Posted 7 days ago

Become an Investing Analyst at Kanbrick, where you will delve into industries and build enduring businesses with a purpose-driven approach.

Photo of the Rise User
Posted 6 days ago

D.A. Davidson is looking for a detail-oriented Trust Operations Associate to support their Trust team and deliver exceptional client service.

Photo of the Rise User
Posted 5 days ago

Join Fifth Third Bank as a Financial Analyst II to drive business growth through financial analysis and strategic recommendations.

First Analysis Hybrid Chicago, Illinois, United States
Posted 3 days ago

Kickstart your career with an internship at First Analysis, where you'll work on exciting financial projects for high-growth tech firms.

Photo of the Rise User

Join Cengage as the Manager for Corporate FP&A to enhance financial performance and support corporate reporting.

Bank of America is looking for a Financial Solutions Advisor who will guide clients towards achieving their financial aspirations through tailored investment solutions.

Photo of the Rise User
Palo Alto Networks Hybrid Santa Clara, California, United States
Posted 9 days ago

Palo Alto Networks seeks an experienced Finance Manager to drive financial insights and operational efficiency within their North America sales team.

Bey Hybrid South San Francisco, California, United States
Posted 5 days ago

Become the Finance Futurist who leads financial innovation and digital transformation in a forward-thinking team.

Photo of the Rise User
JLL Hybrid Atlanta, GA
Posted 11 days ago

Join JLL as an Industrial Analyst to leverage your analytical expertise in supporting industrial real estate services.

Photo of the Rise User
MAERSK Hybrid US - Charlotte
Posted 2 days ago

APM Terminals is seeking an experienced Investment Manager to drive growth and manage complex investment projects within the U.S. portfolio.

Photo of the Rise User
Staffbase Hybrid New York, United States
Posted 2 days ago

Join Staffbase as a Senior FP&A Business Partner and play a pivotal role in shaping financial strategies for our rapidly scaling team in the Americas.

Photo of the Rise User

Become an integral part of AbbVie's mission as a Senior Finance Analyst focusing on Margin Accounting & Costing, ensuring precise financial reporting and analysis.

Our purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

439 jobs
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 23, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY