Financial Consultant Partner: Wealth Practice
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-05
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-02-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
Location: New York
A financial services company in New York is seeking a Financial Consultant Partner to support the growth of an affluent wealth management practice. This role involves mentorship from Sr. Financial Consultants and focuses on client relationship management, advising, and exceptional service delivery. Candidates must have Series 7 and Series 66 licenses, with strong prioritization and communication skills. Ideal for those passionate about wealth management and personal development through experience in the financial services industry.
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