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Investment Consultant: Financial Advisory Career
Job in
Pleasanton, Alameda County, California, 94566, USA
Listed on 2026-01-10
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services company is looking for an Investment Consultant in Pleasanton, California.
This role offers a pathway to becoming a Financial Consultant, requiring strong skills in client relationship building and proactive business development. Candidates must hold active Series 7, Series 66, and Life and Health Insurance licenses, which can be obtained under employment conditions. The company provides a comprehensive benefits package promoting growth and personal development, making it an ideal starting point for a rewarding career in finance.
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