Financial Consultant Partner

Charles Schwab

Charles Schwab is hiring a Financial Consultant Partner in Manhasset, NY. Candidates must be licensed with a Series 7 and 66 (63/65) for this role.

Last checked on September 1, 2026. We may earn a commission when you click through.

This position is a strong opportunity for licensed financial professionals looking to advance their careers. However, the requirement for specific licenses and industry experience may limit the applicant pool significantly.

✓ Immediate hiring process ✓ Strong company reputation ✓ Focus on career development

Financial Consultant Partner

Charles Schwab

Updated 6 hours ago

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Manhasset

About this role

Charles Schwab is hiring a Financial Consultant Partner in Manhasset, NY. Candidates must be licensed with a Series 7 and 66 (63/65) for this role.

About the Company

Charles Schwab is a leading financial services firm that provides investment and wealth management services to clients across the United States.

Key Highlights

✓ Immediate hiring for licensed financial professionals
✓ Requires valid Series 7 and Series 66 licenses
✓ Opportunities for career advancement within the company
✓ Strong communication skills are essential
✓ Located in a vibrant financial district

💡 Honest Take: While the role promises immediate hiring, candidates need to be fully licensed and experienced in the financial services industry. The competitive nature of this field means that only the most qualified will stand out, and the pressure can be intense.

Pros

✓ Immediate hiring process
✓ Strong company reputation
✓ Focus on career development
✓ Competitive environment fosters growth
✓ Engagement with a diverse client base

Cons

✗ Requires specific licenses
✗ High-pressure environment
✗ Limited to experienced candidates
✗ No disclosed salary range
✗ Not a remote position

Best For: Experienced financial consultants or advisors looking for a new challenge in a dynamic market.

Watch Out: The position requires a valid Series 7 and Series 66 license, which can be a hurdle for those without them.

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What Customers Say

Employees report a challenging yet rewarding work environment, with opportunities for professional growth and development.

Expert Review

The Financial Consultant Partner role at Charles Schwab is appealing for those with the right qualifications. Candidates must hold both Series 7 and Series 66 licenses, which can limit accessibility for newcomers in the field. The competitive nature of the finance industry means that only those with substantial experience will likely thrive here.

In terms of work culture, the environment at Charles Schwab is fast-paced and high-pressure, which may not suit everyone. For those who excel under pressure and are driven by results, this role can offer significant career advancement opportunities. The firm is well-regarded in the industry, providing a solid foundation for professional growth.

Candidates should be prepared for a rigorous application process, as the company seeks highly qualified individuals. The lack of disclosed salary information is another point to consider, as it may lead to uncertainty regarding compensation. Overall, this position is well-suited for seasoned professionals who are ready to take the next step in their careers.