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Wealth Advisor & Financial Planning Specialist

Job in Fremont, Alameda County, California, 94536, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-10-01
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Services
Job Description & How to Apply Below

Charles Schwab in Fremont, California is looking for a qualified individual to provide financial guidance and wealth management services to clients. You will maintain strong client relationships and apply communication strategies to enhance client satisfaction.

The ideal candidate will possess the required licenses, such as FINRA Series 7, and have a passion for community engagement and educating clients on sound investing principles. This position offers a base salary along with bonus opportunities and a comprehensive benefits package.

This role, Wealth Advisor & Financial Planning Specialist at Charles Schwab, could be your next career step.

Consider building your career as a Wealth Advisor & Financial Planning Specialist at Charles Schwab.

The Wealth Advisor & Financial Planning Specialist position in the Consulting field is open for applications.

We have an opening for a Wealth Advisor & Financial Planning Specialist in Fremont, CA, United States within Consulting.

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