Senior Financial Consultant, Wealth Management
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Charles Schwab Corporation in Seattle is seeking a Financial Consultant to provide wealth management guidance to existing Schwab clients and grow a holistic practice through client asset consolidation, networking, and referrals.
Candidates should have active FINRA Series 7 with ongoing pursuit of Series 66 (63/65) and Life & Health Insurance licenses. The role emphasizes relationship-building, collaboration, and long-term client outcomes.
We are currently recruiting a Senior Financial Consultant, Wealth Management for our team in Seattle, WA, United States.
Join Charles Schwab Corporation and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Financial Consultant, Wealth Management role at Charles Schwab Corporation, based in Seattle, WA, United States.
We are looking to fill the Senior Financial Consultant, Wealth Management position at Charles Schwab Corporation in Seattle, WA, United States.
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