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Financial Consultant Financial Advisor

Elite UHNW Wealth Consultant Partner

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Consultant Partner to provide exceptional service to ultra-high net worth clients. Responsibilities include supporting senior consultants, managing client relationships, and delivering financial advice. Candidates should possess a Bachelor's degree and financial licenses, along with strong communication and problem-solving skills.

This role offers competitive compensation and opportunities for bonuses.
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