Unknown Company

Senior Wealth Planner & Financial Consultant

appleton, wi • Posted 1 weeks ago
Onsite Full Time Consulting

Schwab is seeking a Financial Consultant in the United States to provide wealth management guidance to clients and build lasting relationships. You will leverage existing Schwab clients and develop your practice through referrals, asset consolidation, and sound investment strategies.

Required licenses include FINRA Series 7, with Series 66 (63/65) and Life & Health Insurance pursued during tenure. A competitive salary range accompanies bonus opportunities and a comprehensive benefits package.

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