Charles Schwab is seeking an experienced relationship-building sales professional to acquire and grow Schwab Asset Management offerings across a defined territory. This telecommute role requires living within the territory and regular travel to advisor offices.
You will build durable partnerships with financial consultants and branch leaders, translate investment concepts, and lead education sessions. Proficiency in investment products and a consultative approach are essential.
#J-18808-LjbffrRegional Wealth & Asset Management Leader (Remote) in california at Unknown Company
This position is listed as full time and onsite.