Charles Schwab
San Mateo, California

Financial Consultant Partner- San Mateo, CA

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

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Job details

Location
San Mateo, 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 registrations required (may be obtained under condition of employment). Preferred 3+ years financial services experience, strong communication, CRM experience, and ability to support a Sr. Financial Consultant.

What you'll do at Charles Schwab:

  • servicing clients
  • growing relationships
  • delivering advice

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About Charles Schwab

Charles Schwab
San Mateo, California