Senior Wealth Advisor & Client Champion
Listed on 2026-10-01
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
Step into the Senior Wealth Advisor & Client Growth Champion role at Charles Schwab in Alpharetta, GA, United States and grow with us.
We are currently recruiting a Senior Wealth Advisor & Client Growth Champion for our team in Alpharetta, GA, United States.
This is a genuine role to take on the Senior Wealth Advisor & Client Growth Champion role at Charles Schwab.
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