Wealth Advisory Partner: Client & Planning
Job in
Dana Point, Orange County, California, 92629, USA
Listed on 2026-02-18
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services company is seeking a Financial Consultant Partner in Dana Point, California. This role empowers licensed financial professionals to deepen client relationships while supporting the growth of a wealth management practice. Candidates with 3+ years of relevant experience and active Series 7 and 66 licenses are encouraged to apply. The company offers a competitive benefits package, professional development, and a collaborative culture to foster personal growth.
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