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Wealth Management Partner - Client Relationships
Job in
Manhasset, Nassau County, New York, 11030, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Location: Manhasset
A leading financial services firm is seeking a Financial Consultant Partner (FCP) in New York. You will support affluent clients, grow relationships under the mentorship of senior consultants, and be empowered to drive impactful results. Candidates should hold active Series 7 and Series 66 licenses, have strong communication skills, and preferably 3+ years of experience in the financial services industry.
We offer competitive pay and benefits, including 401(k) matching, tuition reimbursement, and comprehensive health coverage.
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