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Wealth Advisor & Growth Strategist

Job in Village of Lake Grove, Suffolk County, New York, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-10-14
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 85000 - 140000 USD Yearly USD 85000.00 140000.00 YEAR
Job Description & How to Apply Below
Location: Village of Lake Grove

Charles Schwab in New York is seeking a Financial Consultant to blend planning expertise with holistic financial guidance—covering investing, retirement readiness, and education goals—serving as a trusted partner for clients' financial decisions.

You’ll begin with an existing book of Schwab clients, build lasting relationships, and advance along a four‑level career track with mentorship, training, and performance‑driven incentives.

Step into the Wealth Advisor & Growth Strategist role at Charles Schwab in Village of Lake Grove, NY, United States and grow with us.

We appreciate your interest in this position.

Join Charles Schwab and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Wealth Advisor & Growth Strategist role at Charles Schwab, based in Village of Lake Grove, NY, United States.

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