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Wealth Advisor & Financial Planning Specialist

Job in San Diego, San Diego County, California, 92101, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-10-01
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Job Description & How to Apply Below

Charles Schwab in San Diego is looking for a financial advisor to provide wealth management and financial planning services. The role involves building strong relationships with clients, focusing on helping them achieve their financial goals through comprehensive services.

Candidates must possess a valid FINRA Series 7 license, along with other relevant licenses during tenure. The position offers a competitive salary with additional incentive opportunities and generous benefits.

Join us at Charles Schwab as our next Wealth Advisor & Financial Planning Specialist in San Diego, CA, United States.

This role is for the Wealth Advisor & Financial Planning Specialist role at Charles Schwab.

We are seeking a motivated Wealth Advisor & Financial Planning Specialist to join Charles Schwab in San Diego, CA, United States.

Consider building your career as a Wealth Advisor & Financial Planning Specialist at Charles Schwab.

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