Wealth Management Partner: Client Relationships
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2025-12-27
Listing for:
Charles Schwab
Full Time
position Listed on 2025-12-27
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Banking & Finance
Job Description & How to Apply Below
A leading financial services firm in Los Angeles is seeking a Financial Consultant Partner to support affluent clients and deepen relationships. You will act as a trusted partner to Senior Financial Consultants, helping to grow their practice and manage client needs. The ideal candidate has a Series 7 and 66 license, with strong communication skills and 3+ years of financial services experience.
Competitive benefits are offered, including a 401(k) plan and tuition reimbursement.
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