Unknown Company

Senior Wealth Advisor & Client Growth Champion

alpharetta, ga • Posted 2 weeks ago
Onsite Full Time Consulting

Charles Schwab in Alpharetta is seeking a Financial Consultant to provide clients with wealth management and financial planning advice. This role emphasizes building lasting relationships with clients while guiding them through their financial journeys.

As a Consultant, you will utilize your expertise to help clients consolidate assets and navigate market conditions. Required qualifications include a valid FINRA Series 7 license and a strong ability to foster client relationships.

A competitive benefits package is offered, including a 401(k) plan and paid parental leave.

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Senior Wealth Advisor & Client Growth Champion in alpharetta at Unknown Company

This position is listed as full time and onsite.

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