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Senior Wealth Advisor & Client Growth Leader

Job in Indio, Riverside County, California, 92201, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 150000 USD Yearly USD 90000.00 150000.00 YEAR
Job Description & How to Apply Below

Charles Schwab in Indio, CA, is seeking a Financial Consultant to combine planning expertise with holistic guidance in investing, retirement, and education goals, serving as a trusted partner for clients' financial decisions. You’ll start with an existing book of Schwab clients, deepen relationships, and advance through Wealth Management University training, followed by a bootcamp and ongoing mentorship.

As you grow, a four-level career track offers advancement, with a base salary plus incentive

The following position is for a Senior Wealth Advisor & Client Growth Leader with Charles Schwab.

Our organisation is growing, and we are hiring a Senior Wealth Advisor & Client Growth Leader in Indio, CA, United States.

This position is for the Senior Wealth Advisor & Client Growth Leader role at Charles Schwab.

We are seeking a motivated Senior Wealth Advisor & Client Growth Leader to join Charles Schwab in Indio, CA, United States.

Position Requirements
10+ Years work experience
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