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Senior Financial Consultant & Wealth Planner
Job in
Campbell, Santa Clara County, California, 95011, USA
Listed on 2026-05-30
Listing for:
Charles Schwab
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Charles Schwab in California is seeking a Financial Consultant to provide wealth management guidance. The role emphasizes relationship-building and trust with clients, along with cultivating a personal career path.
You will advise clients on investment management and financial planning while participating in a collaborative team environment. A valid FINRA Series 7 license is required, with opportunities for professional growth and flexible work options.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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