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Senior Wealth Advisor & Client Champion
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-05-31
Listing for:
Charles Schwab
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Charles Schwab in Alpharetta is seeking a Financial Consultant to provide clients with wealth management and financial planning advice. This role emphasizes building lasting relationships with clients while guiding them through their financial journeys.
As a Consultant, you will utilize your expertise to help clients consolidate assets and navigate market conditions. Required qualifications include a valid FINRA Series 7 license and a strong ability to foster client relationships.
A competitive benefits package is offered, including a 401(k) plan and paid parental leave.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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