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Wealth Management Partner: Grow Client Relationships
Job in
Thousand Oaks, Ventura County, California, 91362, USA
Listed on 2026-08-10
Listing for:
Charles Schwab
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab in Thousand Oaks is seeking a Financial Consultant Partner to support the growth of an affluent wealth management practice. You will service clients, deepen relationships, and deliver tailored advice in collaboration with the Sr. Financial Consultant.
The role requires active Series 7 and Series 66 licenses and a background in financial services. You will help identify new relationships, manage client expectations, and contribute to local events while leveraging Schwab’s CRM tools.
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