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Wealth Advisor & Client Strategist
Job in
San Ramon, Contra Costa County, California, 94583, USA
Listed on 2026-02-18
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in San Ramon is seeking a Financial Consultant to guide clients towards financial success. This role emphasizes building trust and lasting relationships while providing wealth management advice. Successful candidates will hold a valid FINRA Series 7 license and have a passion for serving clients. The firm offers a competitive benefits package and a supportive culture focused on professional development, including flexible work options and tuition reimbursement.
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