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Investment Consultant: Launch Financial Career
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-01-12
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A leading financial services firm seeks an Investment Consultant to embark on a career path in financial consulting. In this role, you'll make proactive outbound calls to clients, analyze their needs, and learn from experienced Financial Consultants. Licenses in Series 7, Series 66, and Life and Health Insurance are required. This opportunity is ideal for motivated individuals passionate about building client relationships and gaining knowledge in banking and brokerage products.
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