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Mass Affluent Financial Consultant - Onsite Wealth Advisor
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-06-15
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Charles Schwab is looking for a dedicated Financial Consultant to work on site in Westlake, Texas. This role focuses on engaging with Mass Affluent clients, providing tailored financial solutions and fostering long-term client relationships.
Responsibilities include conducting client outreach, offering wealth management guidance, and collaborating with internal teams to help clients achieve their financial goals. The ideal candidate will possess at least 5 years of experience and relevant licenses, emphasizing strong communication skills and a proactive attitude.
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