Senior Financial Consultant & Wealth Advisor
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-06-22
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Charles Schwab Corporation seeks a Financial Consultant to provide financial guidance to clients and help them manage their investments. The role emphasizes building trustful relationships, offering wealth management advice, and growing client assets through networking and referrals.
Essential qualifications include a valid FINRA Series 7 license and the ability to adapt to market changes. The company prides itself on a supportive culture and commitment to fostering client relationships.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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