Wealth Management Partner: Affluent Practice
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-01-12
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services company located in Menlo Park is seeking a Financial Consultant Partner to support the affluent wealth management practice. The role involves deepening client relationships and identifying business development opportunities under the mentorship of a Senior Financial Consultant. The ideal candidate will hold active Series 7 and Series 66 licenses, possess strong communication skills, and have at least 3 years of experience in the Financial Services Industry.
This role offers a chance to make a significant impact in wealth management.
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