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Senior Financial Consultant — Wealth Planning & Client

Job in Burlington, Chittenden County, Vermont, 05405, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-06-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Consultant — Wealth Planning & Client Growth
Charles Schwab is looking for a Financial Consultant in Vermont. In this role, you will provide clients with comprehensive wealth management and financial planning advice. You will be responsible for building and nurturing client relationships, growing your practice through various strategies, and adhering to compliance and licensing requirements. The position offers opportunities for professional growth, a supportive culture, and a competitive benefits package, including a 401(k) match and paid leave.
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Position Requirements
10+ Years work experience
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