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Wealth Advisor & Financial Consultant – Client
Job in
San Ramon, Contra Costa County, California, 94583, USA
Listed on 2026-01-16
Listing for:
Charles Schwab Corporation
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 is seeking a Financial Consultant in San Ramon, CA. The role involves providing wealth management and financial planning advice to existing clients while building strong, trust-based relationships. Candidates must hold a valid FINRA Series 7 license and be open to acquiring further licensing. The firm offers a competitive benefits package, supportive work culture, and resources for professional development, all aimed at empowering clients to own their financial futures.
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