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Financial Consultant

Strategic Retirement Plan Conversion Specialist | Hybrid

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial services company is seeking a Conversion Specialist to enhance client relationships through effective communication and project management. The role involves assisting clients with retirement plans, conducting meetings, and ensuring accurate transfers. The ideal candidate has experience in financial services, exceptional analytical skills, and collaborative communication abilities. This position offers a flexible hybrid work approach, empowering professional growth alongside a competitive benefits package.
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