Hire Fixz LogoHire Fixz

  • Home
  • About Us
  • Contact Us
Charles Schwab

Charles Schwab

Financial Consultant Partner - Manhasset, NY

Location : Manhasset, NY, 11030

Job Type : Other

Date Posted : 27 October 2025

  1. Home
  2. Organizations
  3. Charles Schwab Jobs Hiring Near Me
  4. Financial Consultant Partner - Manhasset, NY job in Manhasset, NY, US
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all 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.

What you have

Required Qualifications:

  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)

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
  • Capability to become a Notary
  • Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool
  • Openness to manage local events, as needed

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


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

Top searches

Manhasset financial consultant career

Financial consultant Manhasset jobs

Nearest jobs hiring

Employment listing

Employment opportunities at Charles Schwab

Charles Schwab worker

Charles Schwab financial consultant recruitment

Charles Schwab jobs

Charles Schwab jobs vacancies

Top trending job titles hiring now

Financial advisor

Finance consultant

Investment consultant

Consultant

Financial investment consultant

Financial consultant program

Financial professional

Investment advisor

Staff consultant

Wealth advisor

Trending Searches in Manhasset, NY

Charles Schwab personal financial advisors NY

Jobs Charles Schwab Manhasset

Jobs at Charles Schwab in Manhasset NY

Charles Schwab recruitment in United States


Related Jobs

Sales Consultant

Mattress Firm

Location : Hicksville, NY

APPLY NOW

Sales Consultant

Tapestry

Location : Auburn, NY

APPLY NOW

Sales Consultant

Aaron's

Location : Clifton Park, NY

APPLY NOW

Wireless Sales Consultant

Verizon

Location : Staten Island, NY

APPLY NOW

Retail Sales Consultant

AT&T

Location : Harrison, NY

APPLY NOW

Beauty Sales Consultant

CVS Health

Location : New York, NY

APPLY NOW

Other Info

  • About
  • Contact
  • Terms and Conditions
  • Privacy Policy
  • Cookie Policy

Top Organizations Hiring

  • Dollar General
  • Stability Healthcare
  • Triage Staffing
  • Host Healthcare
  • Anders Group

Top Cities Hiring

  • Columbus, OH
  • Atlanta, GA
  • Asheville, NC
  • Denver, CO
  • Wichita, KS

© 2025 Hire Fixz.
All Rights Reserved.