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Senior Financial Consultant - Wealth Advisor

Job in San Mateo, San Mateo County, California, 94409, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider in California seeks an experienced Financial Consultant to guide clients in wealth management and financial planning. The role involves forming lasting client relationships and expanding client practices through networking and asset consolidation. Candidates must have an active FINRA Series 7 license and should be prepared to obtain Series 66 and Life & Health Insurance licenses.

Strong communication and adaptability skills are essential. The company offers competitive benefits, including flexible work options and a supportive culture.
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Position Requirements
10+ Years work experience
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