More jobs:
Senior Financial Consultant: Wealth Planning & Client
Job in
Pleasanton, Alameda County, California, 94566, USA
Listed on 2026-01-16
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Pleasanton, California is seeking a Financial Consultant to provide clients with wealth management and financial planning advice. The role emphasizes building strong relationships and trust with clients while growing a personal practice. Qualified candidates must possess a FINRA Series 7 license and demonstrate strong relationship-building skills. The company offers a supportive culture, competitive benefits package, and opportunities for professional development.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(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).
(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).
Search for further Jobs Here:
×