Wealth Advisor & Financial Consultant
Job in
Lynnwood, Snohomish County, Washington, 98037, USA
Listed on 2026-08-09
Listing for:
Charles Schwab
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning to our existing client base. You will build lasting relationships and deliver guidance aligned with client goals, supported by a team of Schwab specialists.
Key qualifications include active FINRA Series 7, with progression toward Series 66 and Life & Health Insurance. This role emphasizes growth, client service, and long-term planning across retirement, education, and estate planning.
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