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Wealth Advisor — Client Relationships & Planning
Job in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2026-08-26
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Financial Consultant to advise Schwab clients on wealth management and financial planning. You will grow your practice by consolidating client assets, networking, and earning referrals, while delivering an outstanding investor experience within a collaborative team.
The role emphasizes building long-term client relationships, adapting to market changes, and expanding advisory capabilities across retirement, education, and investment strategies.
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