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Wealth Consultant: Book & Impact
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-08-30
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab Corporation in Greenwich, CT, is seeking a Financial Consultant to blend planning expertise with holistic guidance in investing, retirement readiness, and education goals for clients. You’ll start with an existing book of Schwab clients and build lasting relationships through thoughtful coaching and service.
You'll complete Wealth Management University training, then progress through mentorship and hands-on development within your branch, with a clear four-level track for
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