International Financial Consultant Partner- Asia Pacific Region

Charles Schwab

4

(159)

Orlando, FL

Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.
  • #2025-112513

    Position summary

    ionships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with FCs and WCs 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 International FCs and WCs and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning 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.

    Reports to the following company office locations in Orlando and Westlake and is not available as fully remote. Must live within reasonable commuting distance. Subject to Schwab's internal approach to workplace flexibility.

    What you have

    Required Qualifications:

    • A valid and active Series 7 license is required

    • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)

    • Fluency in Mandarin language used to support International clients.

    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

    • Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool

    • Openness to manage local and virtual 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

    Why you should apply for a job to Charles Schwab:

  • 4/5 in overall job satisfaction
  • 67% say women are treated fairly and equally to men
  • 75% would recommend this company to other women
  • 69% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave.
  • Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees.
  • Mentorship program opportunities and competitive tuition reimbursement program to invest in employees’ success.