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Strategic Wealth Planning Consultant
Job in
Oakland, Alameda County, California, 94616, USA
Listed on 2026-08-02
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Financial Consultant to provide holistic financial guidance, including investing, retirement readiness, and education goals. You’ll start with an existing client base to deepen relationships and grow your practice in a supportive environment.
The role emphasizes structured training through Wealth Management University, a four-week virtual program, followed by bootcamp and ongoing mentorship to advance your career.
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