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Senior Wealth Advisor & Client Strategy
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-06-18
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Charles Schwab Corporation in Alpharetta, Georgia is seeking a Financial Consultant who will provide wealth management and financial planning advice to existing clients. The role emphasizes building lasting relationships with clients while guiding them on their financial journey.
The successful candidate must possess an active FINRA Series 7 license and be open to obtaining additional licenses during their tenure. This position offers opportunities for professional development while contributing to a supportive and dynamic work culture.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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