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Senior Financial Consultant: Wealth Guidance
Job in
Vero Beach, Indian River County, Florida, 32966, USA
Listed on 2026-05-30
Listing for:
Charles Schwab
Full Time
position Listed on 2026-05-30
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Charles Schwab in Vero Beach is seeking a Financial Consultant to provide comprehensive wealth management and financial planning advice to clients. This role emphasizes building strong relationships based on trust and respect while supporting clients in their financial journeys.
The ideal candidate will possess a valid FINRA Series 7 license and a passion for community engagement, enabling effective client communication and wealth management strategies. A competitive benefits package is offered, including 401(k) with company match and tuition reimbursement.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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