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Wealth Advisor & Financial Consultant – Client
Job in
Pleasanton, Alameda County, California, 94566, USA
Listed on 2026-01-16
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A prominent financial services company is looking for a Financial Consultant in Pleasanton, California. In this exciting role, you will provide clients with financial guidance and wealth management advice. Applicants should possess a valid FINRA Series 7 license and be adept at building strong client relationships. The company offers a competitive benefits package, including salary, 401(k) with match, and paid leave.
This position allows for professional growth within a supportive culture.
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