Wealth Advisory Partner: Client & Planning
Job in
McLean, Fairfax County, Virginia, USA
Listed on 2026-02-28
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm is looking for a Financial Consultant Partner in McLean, Virginia. This role involves building and maintaining strong client relationships while supporting a wealth management practice. Candidates should possess active Series 7 and 66 licenses and have at least 3 years of experience in the financial services industry. The firm offers a competitive benefits package and a supportive work environment that encourages professional growth.
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