Wealth Management Partner Advisory
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-01-12
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in California seeks a Financial Consultant Partner (FCP) to enhance client relationships and support an affluent wealth management practice. The role necessitates a valid Series 7 and 66 licenses, with a focus on business development opportunities. Ideal candidates will possess over 3 years of financial services experience and strong communication skills. Competitive compensation and a robust benefits package are offered, including retirement plans and professional development opportunities.
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