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Senior Wealth Planner & Client Growth Leader

Job in Plantation, Broward County, Florida, 33388, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below

Charles Schwab in Florida is seeking a Financial Consultant to help clients own their financial futures through holistic guidance on investing, retirement readiness, and education goals. You will start with an existing book of Schwab clients, building trust and expanding the relationship while collaborating with a team of specialists.

You will undergo Wealth Management University training followed by hands-on mentorship, with a clear career path and competitive compensation that rewards tenure

We are currently recruiting a Senior Wealth Planner & Client Growth Leader for our team in Plantation, FL, United States.

The Senior Wealth Planner & Client Growth Leader position in the Sales, Consulting field is open for applications.

We have an opening for a Senior Wealth Planner & Client Growth Leader in Plantation, FL, United States within Sales, Consulting.

Position Requirements
10+ Years work experience
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