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Senior Financial Consultant – Wealth Planning & Advisory

Job in Dana Point, Orange County, California, 92629, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Dana Point is seeking a Financial Consultant to empower clients in managing their financial futures. The role focuses on building lasting relationships through trust, providing wealth management, and financial planning advice. Candidates must hold a valid FINRA Series 7 license and have strong skills in relationship building and client engagement. The firm offers a competitive benefits package, flexible working options, and opportunities for professional growth.
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Position Requirements
10+ Years work experience
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