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Financial Consultant Banking & Finance

Hybrid Wealth Management Coach & Consultant

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Management Coach & Consultant in Chicago, IL. This role focuses on coaching branch employees to improve client engagement and expand market share. Ideal candidates should have over 10 years in the financial sector, strong sales leadership experience, and an ability to teach effective client engagement processes. The firm provides a robust benefits package and promotes workplace flexibility, ensuring employees can thrive while delivering exceptional service.
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