Senior Financial Consultant — Wealth Planning & Client
Job in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-01-29
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Sacramento seeks a financial consultant to provide wealth management advice and foster strong client relationships. The role involves obtaining necessary licenses and adapting to market changes while ensuring outstanding investor experiences. Applicants should possess a valid Series 7 license and demonstrate effective communication and community engagement skills. This position offers the chance to grow your practice and impact clients' financial futures significantly.
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Position Requirements
10+ Years
work experience
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