Wealth Management Partner Advisor
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-06
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Charles Schwab in Walnut Creek is seeking a Financial Consultant Partner to provide support in managing a wealth management practice. The role involves growing client relationships and delivering tailored advice under the mentorship of a Senior Financial Consultant.
The ideal candidate will have active Series 7 and 66 licenses, along with at least 3 years of experience in the financial services industry. The position includes opportunities for bonuses and a competitive benefits package.
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