Investment Consultant - Wayne, PA

27 days ago

Goldsboro, North Carolina, United States

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Job Description

CFA Institute is hiring an Investment Consultant in Wayne, PA. This entry-level role at Schwab offers the chance to learn and grow within the Branch Network, paving the way to becoming a Financial Consultant. Responsibilities include making proactive calls to clients and analyzing their needs. Required qualifications include Series 7 and Series 66 licenses, with a preference for candidates with two years of financial services experience. The position offers competitive benefits, including health insurance and paid time off.

Cfa Institute


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