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Senior Wealth Consultant & Licensed Financial Advisor

Job in Sacramento, Sacramento County, California, 95828, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial services company is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. The role involves forming lasting relationships built on trust while guiding clients through investment strategies. Candidates should possess an active FINRA Series 7 license and be willing to obtain necessary licenses. The position offers a supportive culture with opportunities for professional growth and a comprehensive benefits package, including a 401(k), paid leave, and health insurance.
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Position Requirements
10+ Years work experience
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