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Wealth Consultant Partner Mentorship, Licensed
Job in
Alpharetta, Fulton County, Georgia, 30239, USA
Listed on 2026-06-19
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services company in Alpharetta, Georgia, is seeking a Financial Consultant Partner to support Sr. Financial Consultants and manage client relationships within a wealth management practice. Candidates should possess a valid Series 7 and Series 66 license, alongside 3+ years in the financial sector. Responsibilities include uncovering business opportunities, providing exceptional service, and developing client relationships. The role offers a competitive benefits package and promotes growth through mentorship and continuous learning.
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