Wealth Management Partner Senior Financial Consultant
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-06-22
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Charles Schwab Corporation is looking for a Financial Consultant Partner in San Mateo, California. This position involves supporting a wealth management practice, enhancing client relationships, and collaborating with Sr. Financial Consultants.
The ideal candidate should possess a Series 7 and 66 license, have a background in financial services, and demonstrate excellent communication skills. If you're passionate about wealth management and eager to grow under expert mentorship, this opportunity could be for you.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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