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Senior Wealth Advisor: Client & Planning
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-07-23
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab in Bellevue, WA is seeking a Financial Consultant who combines planning expertise with holistic guidance in investing, retirement readiness, and education goals, serving as a trusted partner guiding clients through financial decisions with clarity and empathy.
You’ll start with a book of existing Schwab clients, build lasting relationships, and advance through a four-level track with training, mentorship, and growth opportunities, while earning a competitive base salary plus
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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