Senior Financial Consultant - Wealth & Advisory Leader
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Charles Schwab in Seattle seeks a Financial Consultant to provide wealth management and financial planning advice to existing clients. You will build lasting relationships through trust and clear communication while working with Schwab specialists to deliver holistic solutions.
This onsite role requires active FINRA Series 7, with Series 66 and Life & Health Insurance licenses to be pursued as needed. You’ll grow your practice through client referrals, asset consolidation, and a client-focused
The Senior Financial Consultant
- Wealth & Advisory Leader role at Charles Schwab is now open for applications in Seattle, WA, United States.
This is a strong position to take on the Senior Financial Consultant
- Wealth & Advisory Leader role at Charles Schwab.
As a Senior Financial Consultant
- Wealth & Advisory Leader, you will play an important part at Charles Schwab in Seattle, WA, United States.
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