Wealth Management Consultant: Client Book
Listed on 2026-09-25
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Charles Schwab in New Jersey is seeking a Financial Consultant to combine planning expertise with holistic financial guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients.
You'll join a branch team with an existing book of clients, focus on relationship-building, and advance through Schwab's four-level Financial Consultant track, with comprehensive training and mentorship.
This opportunity is for the Wealth Management Consultant:
Grow Your Client Book role at Charles Schwab.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in NJ, United States.
This opportunity is part of our work in Sales, Consulting.
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