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Senior Wealth Consultant | Client Portfolios & Plans

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-07-24
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Consultant | Grow Client Portfolios & Plans

Charles Schwab Corporation in Tulsa, Oklahoma invites you to join as a Financial Consultant. You will provide wealth management guidance to existing Schwab clients, helping them plan for retirement, education, and long-term goals while building lasting relationships rooted in trust and service.

You’ll operate in a collaborative environment with access to Schwab specialists and resources. If you hold active FINRA Series 7 (and are pursuing Series 66 plus Life & Health Insurance), you’ll be

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Position Requirements
10+ Years work experience
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