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Senior Financial Consultant — Wealth Planning & Growth
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-08-30
Listing for:
Charles Schwab
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 is seeking a Financial Consultant to combine planning expertise with holistic guidance, including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.
You’ll start with a book of existing Schwab clients, complete Wealth Management University training, followed by ongoing mentorship within your branch and a four-level career track that rewards growth with increasing
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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