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Senior Financial Consultant – Wealth Planning & Client
Job in
Sunnyvale, Santa Clara County, California, 94087, USA
Listed on 2026-07-24
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Charles Schwab Corporation in Sunnyvale is seeking a Financial Consultant who will provide wealth management guidance to existing Schwab clients and help them pursue their financial goals.
You will expand your practice by client asset consolidation, networking, and referrals while leveraging Schwab specialists and guidance guidelines. A licensed professional with a client-focused mindset will thrive in our collaborative, growth-oriented culture.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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