Investment Consultant - Brooklyn, NY - Charles Schwab : Job Details

Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. . What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:Bachelor's degree or equivalent work-related experience. A valid and active Series 7 license required. A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)Certified Financial Planner (CFP) certification is preferred. Minimum of two years of experience in the financial services industry (required)Financial business development experi...Investment, Consultant, Financial