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VP Financial Consultant — Wealth Strategy & Client
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-02-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-02-02
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A major financial consulting firm in San Francisco seeks a Financial Consultant to guide clients in wealth management and financial planning. You'll leverage relationships and provide tailored investment strategies to help clients achieve their financial goals. A valid FINRA Series 7 license is required, and you’ll also assist clients in navigating various planning aspects, including retirement and investment management.
Experience with client communications and a passion for service is essential.
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