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Charles Schwab

Wealth Advisor & Financial Planning Specialist

san diego, CA

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About this opportunity

Charles Schwab lists this Wealth Advisor & Financial Planning Specialist opportunity in san diego, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Charles Schwab in San Diego is looking for a financial advisor to provide wealth management and financial planning services. The role involves building strong relationships with clients, focusing on helping them achieve their financial goals through comprehensive services.

Candidates must possess a valid FINRA Series 7 license, along with other relevant licenses during tenure. The position offers a competitive salary with additional incentive opportunities and generous benefits.

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Worksite address

san diego, CA, 92189, US

Who can apply

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