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- Seal Beach, CA image - Rise Careers
Job details

Financial Consultant Partner- Seal Beach, CA

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.


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 Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.


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 

 

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

 

 

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

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

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
Charles Schwab Remote US, Monmouth County, NJ; New Jersey, Red Bank, NJ
Posted 7 days ago

Become an Investment Consultant at Schwab, where you can kickstart your career in finance with hands-on experience and professional development.

Photo of the Rise User
Charles Schwab Hybrid US, Los Angeles County, CA; California, Pasadena, CA
Posted 6 days ago

As a VP, Financial Consultant at Schwab, you'll guide clients in their financial journey while enjoying robust support for your professional growth.

Photo of the Rise User
Walmart Remote IN TN CHENNAI Home Office RMZ Millenia Biz Park
Posted 8 days ago

Walmart Global Tech is looking for a Senior Analyst in Finance to enhance financial strategies and drive performance improvements.

Summit Electric Supply Hybrid 2900 Stanford Dr NE, Albuquerque, NM 87107, USA
Posted 6 days ago

As a Cost Coordinator at Summit Electric Supply, you will oversee the entire rebate process and collaborate with various teams to enhance operational efficiency.

Photo of the Rise User
Posted 7 days ago

Gusto is looking for a Finance, BizOps & Strategy Partner to support their Marketing efforts, driving impactful financial planning and operational strategies.

Become a vital part of Lucanet as a Senior Finance System Specialist specializing in Microsoft Dynamics 365 Business Central to drive business success through technology.

Photo of the Rise User
Order Remote 156 5th Ave, New York, NY 10010, USA
Posted 10 days ago

Join Order.co as a Manager / Senior Manager of FP&A, where you'll play a key role in driving financial insights and strategy for a high-growth SaaS company.

Photo of the Rise User
AECOM Hybrid New York, New York, United States
Posted 11 days ago

Become a part of AECOM's dynamic team as a Finance Intern, contributing to impactful construction projects in New York.

Photo of the Rise User

Elevate your career as a Senior Manager Finance Training & Policy at JLL, where your expertise will shape the future of finance within the organization.

Photo of the Rise User
Avery Dennison Remote Willem Einthovenstraat, 2342 BH Oegstgeest, Netherlands
Posted 9 days ago

Join Avery Dennison as a pricing intern to enhance sales strategies with data-driven analysis in a highly international setting.

Photo of the Rise User
Posted 2 months ago
Inclusive & Diverse
Diversity of Opinions
Work/Life Harmony
Dare to be Different
Reward & Recognition
Empathetic
Take Risks
Growth & Learning
Transparent & Candid
Mission Driven
Passion for Exploration
Feedback Forward
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Learning & Development
Paid Time-Off
Maternity Leave
Social Gatherings
Photo of the Rise User
Inclusive & Diverse
Diversity of Opinions
Work/Life Harmony
Dare to be Different
Reward & Recognition
Empathetic
Take Risks
Growth & Learning
Transparent & Candid
Mission Driven
Passion for Exploration
Feedback Forward
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Learning & Development
Paid Time-Off
Maternity Leave
Social Gatherings

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.

451 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
Photo of the Rise User
Someone from OH, Toledo just viewed Event Assistant at Datadog
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Analyst, Corporate FP&A at Spotify
Photo of the Rise User
Someone from OH, Cincinnati just viewed Manager, Public Cloud FP&A at Zscaler
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Financial Analyst at American Express
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Financial Analyst, FP&A at StackAdapt
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Financial Analyst (Remote - United States) at Protective
Photo of the Rise User
Someone from OH, Cincinnati just viewed Senior Financial Analyst, Acceptance FP&A at Visa
Photo of the Rise User
Someone from OH, Cincinnati just viewed Remote Inventory Clerk at Datadog
M
Someone from OH, Cincinnati just viewed Virtual File Clerk at MUTW, LLC
Photo of the Rise User
Someone from OH, Cincinnati just viewed Data Processing Clerk at Datadog
Photo of the Rise User
Someone from OH, Solon just viewed Senior Integration Engineer (w/m/d) at Safran
Photo of the Rise User
Someone from OH, North Ridgeville just viewed VP, Product Operations at Centivo
Photo of the Rise User
Someone from OH, North Ridgeville just viewed Associate, Digital Product Operations at American Express
Photo of the Rise User
Someone from OH, North Ridgeville just viewed Project and Operations Manager at Datadog
Photo of the Rise User
Someone from OH, North Ridgeville just viewed Product Operations Manager at LinkedIn
Photo of the Rise User
Someone from OH, North Ridgeville just viewed Senior Operations Manager - Ancillary Products at Cars24