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Wealth Advisor: Onsite, Client-Focused Wealth Planning

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Los Angeles is seeking a Wealth Advisor to empower clients with investment strategies and personalized financial advice. The role requires an active FINRA Series 7 and 66 licenses, and a Bachelor's degree, along with experience in financial planning and client relationships. Join a collaborative team that values on-site work and offers professional development opportunities, along with comprehensive benefits including 401(k) match and paid parental leave.
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