Your Opportunity
Fort Lauderdale, Florida
Investment Consultant - Fort Lauderdale, FL
Job details
- Location
- Fort Lauderdale, Florida
- Work type
- Onsite
- Compensation
- $51,293 - $97,906/yr
- Posted
- 4 days ago
- Apply on
- career-schwab.icims.com
About this role
Bachelor's degree or equivalent; Series 7 and Series 66 licenses; Life/Health licenses; CFP preferred; 2+ years in financial services; brokerage/banking knowledge; strong client relationships; mortgage licensing/SAFE Act registration.
What you'll do at Your Opportunity:
- outbound calls
- needs analysis
- build relationships
Apply to this Investment Consultant - Fort Lauderdale, FL role at Your Opportunity with a tailored resume on ApplyBolt.