Financial Consultant Partner - Houston, TX; Clear Lake

Position: Financial Consultant Partner - Houston, TX (Clear Lake)
** 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.

+ 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

** Why you're set up for success:*
*
- ** Schwab Training and Development*
* Start with Wealth Management University-a four-week, live virtual program

designed to build your foundation for success.

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*
* The Financial Consultant Partner role provides a clear path toward a Financial Consultant

position, building your client relationships, business development skills, and financial

expertise.

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*
* In addition to base pay, this role offers  
** bonus and incentive opportunities
** tied to

performance.

** 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

** The skills you bring:*
*
- ** Attention to Detail*
* Ensure accuracy in client interactions, documentation, and operational processes

Identify and address discrepancies early to help maintain a strong, consistent client

experience

- ** Building Collaborative Relationships*
* Partner effectively with Financial Consultants, branch teams, and internal partners to

support client needs

Contribute to a team-first culture by sharing insights, supporting peers, and driving

collective success

- ** Active Listening*
* Use active listening and thoughtful questioning to understand client goals and align next

steps to their needs

Communicate with clarity and care - confirm understanding, capture key details, and

follow through on commitments

- ** Coachability*
* Actively seek feedback, reflect on input, and apply coaching to strengthen your skills and

impact

Demonstrate openness to learning from managers, peers, and mentors - using guidance

to accelerate development and improve performance

- ** Adaptability*
* Adjust your approach based on client needs, changing priorities, and new information
- staying focused on delivering strong outcomes

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

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to…