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Senior Financial Consultant – Wealth Management & Client
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-15
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: New York
A leading financial services firm in New York seeks a Financial Consultant to provide comprehensive wealth management and financial planning advice to clients. The role involves building trustful relationships while guiding clients toward their financial goals. Candidates should possess a valid FINRA Series 7 license and demonstrate a passion for community engagement and client support. This position offers a competitive benefits package and encourages professional development in a collaborative culture.
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Position Requirements
10+ Years
work experience
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