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Wealth Management Partner: Client & Advisory
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-06-20
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant -
Sales
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Financial Consultant Partner to join their Branch Network in Walnut Creek, California. In this role, you will support a Sr. Financial Consultant in managing affluent client relationships and pursuing growth opportunities.
The ideal candidate is a licensed financial professional with experience in wealth management and a passion for client service. Responsibilities include delivering exceptional advice and relationship management while uncovering new business opportunities.
This position also provides eligibility for bonuses and incentives.
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