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Senior Financial Consultant: Wealth Planning & Client
Job in
San Ramon, Contra Costa County, California, 94583, 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 based in California seeks a Financial Consultant who will provide wealth management and financial planning advice to clients. The ideal candidate will possess a FINRA Series 7 license and have a passion for building lasting client relationships. The workplace promotes flexibility and offers a competitive benefits package, including a 401(k) match, tuition reimbursement, and paid time off for community engagement.
This role is perfect for those who excel in team settings and value professional development.
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Position Requirements
10+ Years
work experience
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