Senior Wealth Management Advisor

7 days ago


Walnut Creek, California, United States Charles Schwab Full time
Empowering Clients, Enhancing Careers

Scholarly and innovative, our firm empowers employees to make a lasting impact in the finance industry. Here, visionary thinking meets creative problem-solving.

We're committed to helping clients own their financial futures through relationship-building and guidance. Our supportive culture and diverse career opportunities enable you to take charge of your professional journey while fostering long-term connections with clients.

As a Financial Consultant at Charles Schwab, you will be responsible for acquiring and growing a practice of existing clients, providing them with wealth management and financial planning advice. Over time, you'll expand your client base through asset consolidation, networking, and referrals.



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