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. 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Orlando: 1958 Summit Park Dr, Orlando FL 32810Westlake: 3000 Schwab Way, Westlake, TX  76262Austin: 11800 Schwab Way, Austin, TX 78758

International Financial Consultants manage a practice of HNW international clients located in their assigned region.  The Americas region includes South America, Central America, and Canada.  

International Financial Consultants are expected to manage a large group of assigned client households while simultaneously developing new and existing relationships within their region through proactive and regular business development activities. Expected activities include developing deep relationships with practice clients to reduce attrition risk, encouraging asset consolidation, introducing to advisory services, and building a referral network.

This is a proactive-client-contact role where a high number of activities and unique contacts each day are critical to meeting the performance expectations and high practice penetration.

What you’ll do: 

As a regional Financial Consultant assigned to the Americas, you will be the dedicated relationship point of contact for your assigned clients.  In this role you will help your assigned practice clients navigate the US markets, identify their financial goals, and find the appropriate products and services through Schwab. 

Since your clients are located across multiple jurisdictions over a large geographic area, your contact will mostly be over the phone or through video meetings.  Understanding the unique needs of these multiple jurisdictions is critical and will require flexibility in terms of scheduling client meetings, outbound calling, and practice engagement time.  This is a high-contact and high-activity role where scheduling working hours based on the needs of your clients will be required.  To that end, it will be common practice to sometimes start your day early or late to ensure you are meeting client’s preferred contact time.  

You will manage a large client practice in this role.  Contacting these clients to understand their needs and contact preferences is key to being successful and ensuring you maintain the expected practice penetration levels.  Additionally, you will work to grow your active practice through ongoing proactive business development, building trust, and earning a strong referral network. 

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

What you have

Required minimum skills and qualifications are:

Bachelor’s degree or equivalent experienceIn addition to English, must be proficient in Spanish Series 7 and 66 (or 63 & 65) required 5+ years’ direct international client experience and an equivalent level of knowledge of securities industry required3+ years’ demonstrated experience introducing advisory products and services to international clients (SAN, SWA, MAS, etc…) requiredExtensive knowledge of the intricacy of working with international clients, jurisdictional nuances, tax impacts, foreign regulatory impacts, product availability and the requirements of servicing non-US customersThe ability to organize and structure your day to be productive; including block-scheduling to ensure unique phone-based contact is performed each day for both lead follow-up and practice contactExpertise in identifying client needs, building trust-based relationships, displaying client empathy, and superior relationship-managementAbility to manage a large book of clients through high client contact and engagement

Preferred Qualifications:

College for Financial Planning designations (CFP, AAMS, AWMA, etc..) are preferredProficiency in Portuguese is preferred
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job