Senior Wealth Planner & Financial Consultant
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-08-11
Listing for:
Fairygodboss
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Schwab is seeking a Financial Consultant in the United States to provide wealth management guidance to clients and build lasting relationships. You will leverage existing Schwab clients and develop your practice through referrals, asset consolidation, and sound investment strategies.
Required licenses include FINRA Series 7, with Series 66 (63/65) and Life & Health Insurance pursued during tenure. A competitive salary range accompanies bonus opportunities and a comprehensive benefits package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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