Senior Financial Consultant & Wealth Advisor

Charles Schwab; Brea (CA); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Tuition reimbursement

Paid parental leave

Job summary

A leading financial services firm is seeking a Financial Consultant in California to provide clients with financial guidance and wealth management services. You'll build lasting relationships while navigating a supportive and innovative work environment. This role requires a FINRA Series 7 license and a passion for community engagement. You'll benefit from a competitive salary, 401(k) matching, and paid time off, ensuring both personal and professional growth in your career.

Qualifications

• Valid and active FINRA Series 7 license is required.
• Must obtain FINRA Series 66 and Life & Health Insurance during employment.
• Ability to adapt to changing market and business conditions.

Responsibilities

• Provide financial guidance to clients and build lasting relationships.
• Grow practice through client asset consolidation and networking.
• Manage wealth on behalf of clients in various areas including retirement and estate planning.

Skills

Client relationship management

Wealth management knowledge

Community engagement

Job description

A leading financial services firm is seeking a Financial Consultant in California to provide clients with financial guidance and wealth management services. You'll build lasting relationships while navigating a supportive and innovative work environment. This role requires a FINRA Series 7 license and a passion for community engagement. You'll benefit from a competitive salary, 401(k) matching, and paid time off, ensuring both personal and professional growth in your career.