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Financial Consultant Financial Services Banking & Finance

Wealth Management Partner & Advisor

Job in The Woodlands, Montgomery County, Texas, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Banking & Finance
Job Description & How to Apply Below
A leading financial services firm in Texas is seeking a Financial Consultant Partner to act as a trusted partner to their Sr. Financial Consultants. The role requires a valid Series 7 and Series 66 license, along with 3+ years in the Financial Services industry. Candidates must demonstrate strong communication skills and the ability to foster client and cross-enterprise relationships. This position offers a competitive benefits package, including 401(k) matching, vacation time, and tuition reimbursement.
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