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Senior Financial Consultant: Wealth Strategy & Growth

Job in Oakland, Alameda County, California, 94616, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-08-02
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below

Charles Schwab is seeking a Financial Consultant in Oakland to help clients own their financial futures through holistic guidance in investing, retirement readiness, and education goals. You’ll start with an established book of Schwab clients, strengthening relationships and growing your practice.

The role includes four‑level career development with training via Wealth Management University and ongoing mentorship, plus a competitive base salary and incentive plan with unlimited earning potential

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Position Requirements
10+ Years work experience
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