Charles Schwab in Thousand Oaks seeks a Financial Consultant Partner to support the growth and management of an affluent wealth management practice. You will service clients, deepen relationships, and deliver advice with the Sr.
Financial Consultant to help grow the client base. As a licensed financial professional with Series 7 and Series 66, you will build cross‑enterprise relationships, identify new business opportunities, and participate in local events.
#J-18808-LjbffrWealth Management Partner: Financial Consultant in thousand oaks at Unknown Company
This position is listed as full time and onsite.