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Senior Financial Consultant: Holistic Wealth & Client
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-20
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Charles Schwab’s branch team sits at the heart of helping clients own their financial futures. As a Financial Consultant, you’ll blend planning expertise with holistic guidance across investing, retirement readiness, and education goals—serving as a trusted partner guiding clients through financial decisions with clarity and empathy.
You’ll start with a book of Schwab clients, building lasting relationships and growing your practice through strong communication and community impact.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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