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Wealth Advisory Partner: Senior Consultants
Job in
Northbrook, Cook County, Illinois, 60065, USA
Listed on 2026-01-25
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Consultant Partner (FCP) to support and manage affluent client relationships. This role involves acting as a trusted partner to Senior Financial Consultants, identifying business development opportunities, and providing exceptional wealth management service. Candidates must hold valid Series 7 and Series 66 licenses, with 3+ years of industry experience preferred. Strong communication skills and the ability to effectively manage client expectations are essential for success in this role.
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Position Requirements
10+ Years
work experience
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