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Senior Wealth Consultant: Client Relationships & Plans

Job in Wayne, Delaware County, Pennsylvania, 19087, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-07-18
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Consultant: Grow Client Relationships & Plans

Charles Schwab is seeking a Financial Consultant to join our branch team in guiding clients toward strong financial futures. You will blend planning expertise with holistic guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients’ life decisions.

You’ll start with an existing book of Schwab clients, building lasting relationships, with comprehensive training through Wealth Management University, followed by mentorship and a structured career

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Position Requirements
10+ Years work experience
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