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Financial Consultant: Wealth Planning & Client
Job in
Tacoma, Pierce County, Washington, 98417, USA
Listed on 2026-03-06
Listing for:
Charles Schwab
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Tacoma is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. The role emphasizes building strong relationships and growing client bases through trust and client communication strategies. Candidates must have a valid FINRA Series 7 license and a passion for engaging in community discussions about investment strategies. An excellent benefits package, including competitive salary and 401(k) matching, is offered.
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