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Wealth Consultant - Practice & Impact
Job in
Holladay, Salt Lake County, Utah, USA
Listed on 2026-09-04
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Financial Consultant in Utah to grow a book of business through proactive client outreach and holistic wealth management guidance. You will partner with branch leaders, receive four‑week Wealth Management University training, and a bootcamp to accelerate professional development.
Key requirements include FINRA Series 7, Series 66 and Life & Health Insurance during tenure; CFP is a plus.
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