Charles Schwab
San Francisco, California

Financial Consultant Partner- San Francisco-West Portal, CA

Onsite$68,307 - $112,694/yrPosted Jun 16, 2026

We tailor your resume to this role and apply for you in seconds.

Apply to Financial Consultant Partner- San Francisco-West Portal, CA at Charles Schwab

Job details

Location
San Francisco, California
Work type
Onsite
Compensation
$68,307 - $112,694/yr
Posted
Jun 16, 2026
Apply on
career-schwab.icims.com

About this role

Active Series 7 and Series 66 (or 63/65) required (may be obtained under condition of employment); licensed financial professional with strong communication, CRM proficiency, relationship development, and client service skills; Mandarin/Cantonese proficiency preferred.

What you'll do at Charles Schwab:

  • servicing clients
  • growing relationships
  • delivering advice

Apply to this Financial Consultant Partner- San Francisco-West Portal, CA role at Charles Schwab with a tailored resume on ApplyBolt.

Ready to apply to Charles Schwab?
We tailor your resume to this role and apply for you.

About Charles Schwab

Charles Schwab
San Francisco, California