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Senior Financial Consultant - Wealth Management

Job in Pleasanton, Alameda County, California, 94566, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below

Charles Schwab in Pleasanton is looking for a Financial Consultant to provide wealth management and financial planning advice. In this role, you'll guide clients and build strong relationships while contributing to their financial futures.

This position requires a valid FINRA Series 7 license and the ability to obtain a Series 66 license and Life & Health Insurance. If you’re passionate about serving clients and want to shape your career in a team setting, this opportunity is for you.

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Position Requirements
10+ Years work experience
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