Wealth Advisor
charles schwabSacramento (CA)
About the role
Charles Schwab in California is seeking a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals. You will start with an existing client book, building trusted relationships and guiding clients through life's financial decisions with clarity and empathy.
The role includes comprehensive training through Wealth Management University, a four-week virtual program, followed by an immersive bootcamp and ongoing
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.