Charles Schwab
Newport Beach, California
Investment Consultant- Newport Beach, CA
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Apply to Investment Consultant- Newport Beach, CA at Charles SchwabJob details
- Location
- Newport Beach, California
- Work type
- Onsite
- Compensation
- $62,608 - $103,896/yr
- Posted
- 1 week ago
- Apply on
- career-schwab.icims.com
About this role
Active FINRA Series 7 required; FINRA Series 66 or Series 63/65 and Life & Health Insurance licenses required. Financial services or client-facing sales/advisory experience preferred.
What you'll do at Charles Schwab:
- conducting outreach
- building relationships
- positioning solutions
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