What are the responsibilities and job description for the Financial Consultant Partner - Carmel, IN position at Charles Schwab?
Your opportunity
At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As a Financial Consultant Partner (FCP), you’ll partner with Senior Financial Consultant(s) to support and grow affluent practice. In this client-facing role, you’ll strengthen relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship.
You’ll play a key role connecting clients and advisors, uncovering opportunities, and delivering consistent, high-quality client experience. This role is ideal for a licensed professional who is client-focused, detail-oriented, and motivated to grow their impact and expertise
Afterward, continue your development through hands-on training and mentorship in your branch, partnering closely with your manager, peers, and mentors for guidance tailored to your goals.
Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
You’ll be supported by leaders who invest in your growth and encourage continuous learning over time.
What you have
The Expertise You Bring
Identify and address discrepancies early to help maintain a strong, consistent client experience
Contribute to a team-first culture by sharing insights, supporting peers, and driving collective success
Communicate with clarity and care – confirm understanding, capture key details, and follow through on commitments
Demonstrate openness to learning from managers, peers, and mentors – using guidance to accelerate development and improve performance
Take ownership of learning and change by embracing new processes, tools, or ways of working to better support clients and the practice
What’s in it for you
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:
At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As a Financial Consultant Partner (FCP), you’ll partner with Senior Financial Consultant(s) to support and grow affluent practice. In this client-facing role, you’ll strengthen relationships, deliver personalized service, and build advisory skills through hands-on experience and mentorship.
You’ll play a key role connecting clients and advisors, uncovering opportunities, and delivering consistent, high-quality client experience. This role is ideal for a licensed professional who is client-focused, detail-oriented, and motivated to grow their impact and expertise
- Build strong relationships with Senior Financial Consultant(s) and serve as a trusted partner in supporting their practice, client engagement, service, and ongoing business development
- Support delivery of client solutions aligned to financial goals
- Identify opportunities to deepen relationships and drive growth
- Prepare for and support client meetings, including documentation and follow-up
- Collaborate across the branch and firm to deliver seamless client experience
- Maintain accurate client information and support daily operations
- Schwab Training and Development
Afterward, continue your development through hands-on training and mentorship in your branch, partnering closely with your manager, peers, and mentors for guidance tailored to your goals.
- Career Pathing
Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
You’ll be supported by leaders who invest in your growth and encourage continuous learning over time.
- Competitive Compensation
What you have
The Expertise You Bring
- A valid and active FINRA Series 7 license required
- Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
- Attention to Detail
Identify and address discrepancies early to help maintain a strong, consistent client experience
- Building Collaborative Relationships
Contribute to a team-first culture by sharing insights, supporting peers, and driving collective success
- Active Listening
Communicate with clarity and care – confirm understanding, capture key details, and follow through on commitments
- Coachability
Demonstrate openness to learning from managers, peers, and mentors – using guidance to accelerate development and improve performance
- Adaptability
Take ownership of learning and change by embracing new processes, tools, or ways of working to better support clients and the practice
What’s in it for you
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
Salary : $27 - $39