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Wealth Management Partner: Financial Consultant

L5

charles schwabReston, VA11 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting Services
Charles Schwab in Reston, VA seeks a Financial Consultant Partner to support the growth and management of an affluent wealth management practice. You will assist Sr. Financial Consultants, deepen client relationships, and deliver personalized advice and plans. The role requires active Series 7 and Series 66 licenses, with potential to obtain through employment. Strong communication, multitasking, and cross-team collaboration are essential for success.
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Reston, VA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

11 days ago

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