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Wealth Management Partner: Client Relationships
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking a Financial Consultant Partner to empower and support Sr. Financial Consultants in managing affluent client relationships. This role involves utilizing your Series 7 and 66 licenses, enhancing the firm's wealth management practice, and delivering exceptional service. The ideal candidate brings over 3 years of financial services experience and skills in communication, multitasking, and developing new client relationships.
Join to grow under mentorship and make a meaningful impact in the finance industry.
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