Senior Wealth & Financial Planning Consultant
Listed on 2026-10-13
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Charles Schwab is seeking a Financial Consultant to guide clients in investing, retirement planning, and education goals with empathy and clarity. You’ll manage a book of clients, build trusted relationships, and collaborate with branch leaders and peers to expand your practice.
The role emphasizes strong relationship building, ongoing professional development, and a four‑level career track with supported training through Wealth Management University and bootcamps.
For the Senior Wealth & Financial Planning Consultant position at Charles Schwab, we are reviewing applications now.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Wealth & Financial Planning Consultant role at Charles Schwab, based in Plantation, FL, United States.
We are looking to fill the Senior Wealth & Financial Planning Consultant position at Charles Schwab in Plantation, FL, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).