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Senior Financial Consultant, Wealth Management & Planning
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-06-26
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a motivated Financial Consultant to empower clients in their financial journey. This role involves providing wealth management services, fostering long-term relationships, and is open to applicants with a valid FINRA Series 7 license.
The ideal candidate will thrive in a collaborative environment, participating in community engagement and advising clients on investment and financial planning strategies. A competitive benefits package, including flexible work options, health insurance, and a robust retirement plan, is offered to support personal and professional growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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