UHNW Wealth Architect & Senior Consultant
Charles Schwab
Charles Schwab Corporation is seeking a Senior Wealth Consultant in Westlake, TX. In this role, you will provide high-touch service and guidance to Ultra-HNW clients, managing complex portfolios with a focus on financial planning and investment management. The position requires strong expertise in wealth management products, an active FINRA Series 7 and Series 66 license, along with significant industry experience. Join Schwab and be part of an innovative team dedicated to transforming the finance industry. #J-18808-Ljbffr
Vacancy posted 2 days ago
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