Financial Consultant Partner
Company: Charles Schwab
Location: Omaha
Posted on: December 1, 2025
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Job Description:
Position Type: Regular Your opportunity 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. To learn more about our client offerings visit:
Charles Schwab - Investor Services What you have Required minimum
skills and qualifications are: - Bachelor’s degree or equivalent
work related experience - A valid and active Series 7 license is
required (may be obtained under a condition of employment) - A
valid and active Series 66 (63/65) license is required (may be
obtained under a condition of employment) - Notary certification
(may be obtained after hire) - Minimum of 3 years of financial
services experience is strongly preferred - Passion for the client
with the ability to strengthen and retain client relationships -
Results driven, highly motivated self-starter who possesses
integrity, a strong work ethic and a passion for helping clients -
Demonstrated experience handling client concerns and issues with
tact and diplomacy - Strong written and verbal communication skills
- Demonstrated ability to handle multiple tasks simultaneously and
effectively prioritize - Aptitude for, and experience in,
identifying new relationship development - Show a genuine interest
in staying current on market events and ability to understand the
implications for clients - Ability to uncover and meet client needs
and effectively manage client expectations - Demonstrated ability
to be agile in changing environmental, economic, and client need
scenarios - Operational and/or project management experience -
Strong organizational skills with attention to detail - Ability to
develop and maintain good cross-enterprise working relationships -
Strong problem solving skills - Advanced technical skills, with the
ability to utilize different applications at one time, including
Windows, internet researching, database systems, and email -
Collaborative and team based work style - Ability to retain and
execute upon complex information with relative ease - Responsible
for understanding and complying with applicable policies and
procedures and applying ethical standards to every business
activity in which they engage - Maintain the highest ethical
standards in the conduct of their business activities and
professional dealings and to avoid even the appearance of
impropriety - There is a minimum time-in-position expectation of 2
years Pursuant to SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the NMLS
registry system and remain in good standing. You will be required
to register and to submit to the required SAFE Act background check
and registration process. 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
Keywords: Charles Schwab, Omaha , Financial Consultant Partner, Accounting, Auditing , Omaha, Nebraska
