National Wealth Management Coach & Consultant
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-01-12
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services company located in Westlake, TX, is seeking a Wealth Management Coach & Consultant to enhance branch employee skills and drive client engagement. The ideal candidate will have a strong foundation in Wealth Management, expertise in client-facing roles, and over 10 years of experience in financial services. This position requires a BA/BS degree, FINRA Series 7 and 66 certifications, and a passion for coaching.
Typical travel is about 50%.
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