VP-Level Active Trader Wealth Advisor
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-08-20
Listing for:
Charles Schwab
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Charles Schwab in Austin seeks a VP, Active Trader Financial Consultant to grow an affluent wealth management practice and deepen client relationships through tailored investment strategies, trading tools, and planning-based wealth management.
The role requires a Bachelor’s degree, active Series 7/66 licenses, Life/Health licenses, and 4+ years in financial services. You will lead client discussions on trading, risk, and education while coordinating with partners to deliver solutions.
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