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Senior Wealth Advisor — Client & Planning
Job in
Brea, Orange County, California, 92631, USA
Listed on 2026-03-11
Listing for:
Charles Schwab
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Brea, California seeks a Financial Consultant to provide innovative financial guidance to existing clients. The role focuses on building lasting relationships and supports professional development within a nurturing culture. Applicants must hold a valid FINRA Series 7 license and have a passion for wealth management. The position offers competitive salary, bonuses, and benefits such as a 401(k) plan, tuition reimbursement, and paid time off.
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Position Requirements
10+ Years
work experience
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