Wealth Management Partner: Financial Consultant
Charles Schwab
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-Ljbffr Charles Schwab
Vacancy posted 3 days ago
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