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Senior Financial Consultant – Wealth & Planning

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Austin, Texas is seeking a Financial Consultant to empower clients in achieving their financial goals. In this role, you'll provide expert financial guidance, build strong client relationships, and manage a diverse array of financial planning services. Candidates must possess a valid FINRA Series 7 license and demonstrate a passion for wealth management, investment strategies, and community engagement.

The firm offers a competitive benefits package and a supportive work culture.
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Position Requirements
10+ Years work experience
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