Investment Consultant- Menlo Park, CA
Charles Schwab•Menlo Park, CA
474d•$43,800 - $83,700
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About The Position
The Investment Consultant role at Schwab offers an entry-level opportunity within the Branch Network, designed for individuals looking to start their career in financial consulting. This position focuses on building a book of business through proactive outreach to existing clients, utilizing needs-based analysis to identify opportunities, and learning from experienced Financial Consultants. The role emphasizes collaboration, mentoring, and the development of skills necessary for advancement in the financial services industry.
