Charles Schwab
Phoenix or Westlake or Lone Tree
Advice Consultant - Workplace Branch
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Apply to Advice Consultant - Workplace Branch at Charles SchwabJob details
- Location
- Phoenix or Westlake or Lone Tree
- Work type
- Onsite
- Compensation
- $75,000 - $120,000/yr
- Posted
- 1 week ago
- Apply on
- career-schwab.icims.com
About this role
Active Series 7 and Series 66 (63/65) licenses required; licenses may be obtained conditionally. Strong communication, presentation, client service, and wealth management knowledge preferred.
What you'll do at Charles Schwab:
- providing guidance
- educating participants
- building relationships
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