Financial Consultant Partner- Omaha, NE (Retail Branch)

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:

• Currently hold or obtain, under a condition of employment, the FINRA Series 7 license required . 

• Currently hold or obtain, under a condition of employment, the F