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Wealth Management Partner: Client & Advisory
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Location: Sarasota
A leading financial services firm in Sarasota, Florida, is seeking a Financial Consultant Partner (FCP). In this role, you will act as a trusted partner to seasoned Financial Consultants while supporting the growth of a wealth management practice. Required qualifications include a Series 7 and 66 license, alongside strong communication skills and the ability to manage client expectations. The firm offers a competitive benefits package that promotes work-life balance and professional growth.
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