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Senior Financial Consultant - Wealth Planning Lead
Job in
Millburn, Essex County, New Jersey, 07041, USA
Listed on 2026-06-21
Listing for:
Fairygodboss
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Schwab is seeking a Financial Consultant to provide financial guidance while fostering lasting client relationships built on trust and respect. The individual will be responsible for managing wealth and financial planning for Schwab clients as well as growing their practice holistically through asset consolidation and networking.
Qualified candidates must hold an active FINRA Series 7 license, with the opportunity to obtain further relevant licenses. Schwab promotes professional growth through meaningful work, continuous learning, and a supportive culture.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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