Wealth Advisor Mass Affluent Clients
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-06-28
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-28
Job specializations:
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Finance & Banking
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Sales
Job Description & How to Apply Below
Location: Westlake
Charles Schwab in Westlake, Texas, seeks a Financial Consultant to engage with Mass Affluent clients. This role demands strong relationship-building skills and a knack for financial advising, as you will support clients in their financial journeys.
In addition to essential licenses, candidates should have at least 5 years of financial experience. The position offers a competitive salary, various benefits including 401(k) with company match, and continuous professional development opportunities.
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