Charles Schwab Inc.
Rowland Heights, California
Investment Consultant - Rowland Heights, CA
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- Location
- Rowland Heights, California
- Work type
- Onsite
- Compensation
- $79,997 - $109,990/yr
- Posted
- 1 week ago
- Apply on
- career-schwab.icims.com
About this role
Valid FINRA Series 7 license required; must hold or obtain Series 66 (63/65) and Life & Health Insurance licenses; relevant financial services or client-facing experience preferred.
What you'll do at Charles Schwab Inc.:
- client outreach
- needs-based conversations
- solution positioning
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