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Financial Consultant

Senior Charitable Consulting Leader

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial services firm seeks an experienced professional for a charitable consulting role in Bellevue, Washington. This position involves managing relationships with advisors and high-net-worth clients, providing education on charitable planning, and contributing to organizational growth. Ideal candidates will have over 10 years of leadership experience in financial services and strong communication skills. The firm offers a hybrid working model and various benefits including retirement plans and tuition reimbursement.
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Position Requirements
10+ Years work experience
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