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Wealth Advisor: Holistic Planning & Client Guidance
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-06-30
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Wealth Advisor in Stamford, Connecticut. This role empowers you to manage ongoing client relationships, offering holistic financial planning and tailored investment guidance.
Ideal candidates thrive in a relationship-driven environment and possess strong time management skills. Required qualifications include a Bachelor’s degree and active FINRA Series 7 and 66 licenses. Additionally, opportunities for bonuses or incentives are available.
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