Senior Wealth Advisor Ultra‑HNW Clients; ‑Site
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-03-07
Listing for:
Charles Schwab
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading financial services firm seeks an experienced Senior Wealth Consultant to provide high-touch service and comprehensive guidance to Ultra-HNW clients. In this role, you will manage complex portfolios and develop customized financial strategies. Candidates should possess significant experience in the financial services industry, along with necessary licenses such as FINRA Series 7 and Series 66. This position offers a competitive benefits package and opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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