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Wealth Management Partner: Client Relationships
Job in
Corte Madera, Marin County, California, 94925, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services company in California seeks a Financial Consultant Partner to enhance client relationships and support wealth management practices. Candidates must possess valid Series 7 and Series 66 licenses. Experience in financial services is preferred, along with strong communication and multitasking skills. This role promises professional development and a supportive work environment, including competitive benefits to enhance work-life balance.
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