Charles Schwab
Milpitas or San Jose
Sr. VP, Financial Consultant - San Jose/Milpitas, CA
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Apply to Sr. VP, Financial Consultant - San Jose/Milpitas, CA at Charles SchwabJob details
- Location
- Milpitas or San Jose
- Work type
- Onsite
- Compensation
- $80,000/yr
- Posted
- 3 days ago
- Apply on
- career-schwab.icims.com
About this role
Active FINRA Series 7 required; must obtain Series 66 or Series 63/65 and Life & Health Insurance licenses. CFP certification preferred. Requires client relationship, sales, financial planning, and investment management skills.
What you'll do at Charles Schwab:
- engaging clients
- building relationships
- managing wealth
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