About this opportunity
Charles Schwab lists this Senior Financial Consultant & Wealth Advisor opportunity in town of middleton, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Charles Schwab in Town of Middleton, Wisconsin seeks a Financial Consultant to provide wealth management and financial planning advice. This role requires a valid FINRA Series 7 license and the ability to build strong client relationships. Responsibilities include financial guidance, client asset consolidation, and engaging in community discussions about investment strategies. The position offers a competitive benefits package, including 401(k) matching and paid parental leave.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.