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Charles Schwab Corporation

Senior Financial Consultant — Wealth Planning & Growth

village of lake grove, NY

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About this opportunity

Charles Schwab Corporation lists this Senior Financial Consultant — Wealth Planning & Growth opportunity in village of lake grove, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Charles Schwab Corporation's branch team is seeking a Financial Consultant who combines planning expertise with holistic guidance in investing, retirement readiness, and education goals.

You’ll start with an existing book of clients, deepen relationships, and grow your practice through ongoing training, mentorship, and a clear four-level career path.

Competitive base salary with an incentive plan, ongoing development, and opportunities to broaden your scope within Wealth Management.

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