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Senior Financial Consultant — Wealth Planning
Job in
Milpitas, Santa Clara County, California, 95035, USA
Listed on 2026-05-22
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-05-22
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Financial Consultant to provide clients with financial guidance and wealth management services. This role emphasizes forming lasting client relationships and expanding one’s own financial practice through active networking and referrals.
The ideal candidate will possess a valid FINRA Series 7 license and be open to obtaining further licensing. Enjoy a supportive culture focused on personal and professional development alongside a competitive benefits package that includes flexible work options.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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