Wealth Management Partner - Financial Consultant
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-06-19
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
Charles Schwab in Coral Gables, Florida is looking for a Financial Consultant Partner (FCP) who will act as a vital support to Sr. Financial Consultants and contribute to managing client relationships within a wealth management practice. The role encompasses developing client relationships and uncovering business opportunities while providing exceptional service and advice.
Candidates must hold active Series 7 and Series 66 licenses and preferably have over 3 years of experience in the financial services industry. The position offers a range of benefits including health insurance, tuition reimbursement, and a competitive 401(k) plan.
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