Your Opportunity
Sunnyvale, California
Investment Consultant - Sunnyvale, CA
Job details
- Location
- Sunnyvale, California
- Work type
- Onsite
- Compensation
- $68,307 - $112,694/yr
- Posted
- 2 days 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 financial services; knowledge of brokerage/banking products; client relationship experience.
What you'll do at Your Opportunity:
- build book
- outbound calls
- needs analysis
Apply to this Investment Consultant - Sunnyvale, CA role at Your Opportunity with a tailored resume on ApplyBolt.