Senior Financial Consultant: Wealth & Client Impact
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Charles Schwab in Carlsbad, CA is seeking a Financial Consultant to combine planning expertise with holistic guidance in investing, retirement readiness, and education goals. You’ll begin with an existing book of Schwab clients, building relationships and expanding your practice through thoughtful, trusted advice.
You will complete Wealth Management University training, then participate in a bootcamp and ongoing mentorship, with a clear path for advancement and competitive compensation.
We invite applications for the Senior Financial Consultant:
Wealth Growth & Client Impact position located in Carlsbad, CA, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Carlsbad, CA, United States.
This opportunity is part of our work in Sales, Consulting.
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