Investment Consultant- Pleasanton, CA
Charles Schwab•Pleasanton, CA
497d•$584,000 - $963,000
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About The Position
As an Investment Consultant at Charles Schwab, you will play a crucial role in the Branch Network, providing the foundational experience necessary to advance towards becoming a Financial Consultant. This position emphasizes proactive client engagement through outbound calls, needs-based analysis, and the delivery of tailored financial solutions. You will have the opportunity to learn from experienced Financial Consultants and develop your skills in building a client book and delivering exceptional service.
