Schwab
Brookfield, Wisconsin
Investment Consultant- Brookfield, WI
Job details
- Location
- Brookfield, Wisconsin
- Work type
- Onsite
- Compensation
- $55,900 - $80,100/yr
- Posted
- 3 weeks ago
- Apply on
- career-schwab.icims.com
About this role
Series 7 license required; Series 66 license required; Life/Health license required; 2+ years in financial services preferred; strong client relationship skills.
What you'll do at Schwab:
- Proactively contact existing Schwab clients
- Perform needs-based analysis
- Position appropriate products and solutions
Apply to this Investment Consultant- Brookfield, WI role at Schwab with a tailored resume on ApplyBolt.