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Wealth Management Partner: Client & Advisory
Job in
Orange, Orange County, California, 92613, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm based in California is seeking a Financial Consultant Partner to support and manage client relationships in an affluent wealth management practice. The ideal candidate will have a strong background in financial services with active Series 7 and Series 66 licenses. The role emphasizes exceptional client service, mentorship opportunities, and engaging in local event management. Competitive compensation, inclusive of bonuses and a robust benefits package, including health insurance and parental leave, is offered.
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