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Wealth Advisor: Client & Planning
Job in
Redmond, King County, Washington, 98052, USA
Listed on 2026-06-30
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Financial Consultant in Redmond, Washington. The role involves advising existing clients on wealth management and financial planning, building relationships, and driving client asset consolidation.
Job qualifications include a valid FINRA Series 7 license and the ability to obtain other necessary licenses during employment. Ideal candidates should possess strong communication skills, a focus on client experience, and a willingness to adapt to changing market conditions.
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