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Wealth Advisory Partner: Client Relationships
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-03
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Atlanta is looking for a Financial Consultant Partner to support the growth of an affluent wealth management practice. This role involves partnering with Sr. Financial Consultants to provide exceptional client service, develop client relationships, and identify business opportunities. Ideal candidates are financial professionals with a Series 7 and Series 66 license, and at least 3 years of experience in the financial services industry.
A competitive benefits package is offered, including 401(k) matching and paid parental leave.
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