charles schwabReston, VA
Wealth Management Partner: Financial Consultant
Wealth Management Partner: Financial Consultant
Wealth Management Partner: Financial Consultant
charles schwabReston, VA
6 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting Services
Apply for this role (opens in a new tab)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.
Also on the board Same function, level within a rung
Level
Senior
Location
Reston, VA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
6 days ago