Charles Schwab is seeking a Financial Consultant Partner to work closely with Sr. Financial Consultants and their practice clients. You will deepen client relationships, uncover new business opportunities, and support the growth of an affluent wealth management practice.
You will provide exceptional service, advice, and relationship management, leveraging Schwab CRM tools and your licenses to deliver coordinated financial plans in partnership with senior advisors.
#J-18808-LjbffrWealth Management Partner | Financial Consultant in ok at Unknown Company
This position is listed as full time and onsite.