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Senior Financial Consultant: Wealth & Client Impact
Job in
Roseville, Placer County, California, 95678, 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 California seeks a Financial Consultant to provide wealth management and financial planning advice. The role involves building strong client relationships, guiding them in their financial journey, and adapting strategies based on changing market conditions. An active FINRA Series 7 license is mandatory, and candidates must be prepared to acquire additional licenses. The company offers a supportive culture and competitive benefits including a 401(k) plan and paid parental leave.
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Position Requirements
10+ Years
work experience
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