Your Opportunity
San Luis Obispo, California
Investment Consultant -San Luis Obispo, CA
Job details
- Location
- San Luis Obispo, California
- Work type
- Onsite
- Compensation
- $62,608 - $103,397/yr
- Posted
- 1 week ago
- Apply on
- career-schwab.icims.com
About this role
Bachelor’s degree or equivalent; Series 7 and Series 66 licenses; Life/Health license; CFP preferred; 2+ years in financial services; strong client relations and knowledge of brokerage/banking products.
What you'll do at Your Opportunity:
- make calls
- analyze needs
- position products
Apply to this Investment Consultant -San Luis Obispo, CA role at Your Opportunity with a tailored resume on ApplyBolt.