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Senior Financial Consultant: Client Relationships
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-08-27
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab Corporation seeks a Financial Consultant to grow a book of business by combining planning expertise with holistic financial guidance. You will leverage warm client relationships, collaborate with branch and specialists, and guide clients through investing, retirement readiness, and education goals.
Training includes Wealth Management University and bootcamps, with ongoing mentorship and development as you expand your practice and client base in Santa Barbara, CA.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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