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Wealth Advisor: Client & Planning
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-03-06
Listing for:
Charles Schwab
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking a Financial Consultant to provide clients with wealth management and financial planning advice. The role emphasizes building strong relationships and taking charge of professional development within a supportive environment. Required qualifications include a valid FINRA Series 7 license, and the candidate must also obtain the Series 66 license and Life & Health Insurance. The company offers a competitive benefits package including 401(k) matching and paid time off for volunteering.
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