Wealth Management Partner: Client Relationships
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-03-08
Listing for:
Charles Schwab
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A financial services institution is seeking a Financial Consultant Partner in Irvine, CA. This role involves building client relationships and supporting a wealth management practice under the guidance of a Senior Financial Consultant. Candidates must hold Series 7 and Series 66 licenses, and preferably have 3+ years of experience in the financial services industry. The company offers competitive benefits, a culture of growth, and opportunities for career advancement.
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