Charles Schwab
Wealth Advisor Partner: Grow Client Relationships
Charles Schwab, Oklahoma City, Oklahoma, United States
A leading financial services firm in Oklahoma is seeking a Financial Consultant Partner to support a wealth management practice. The ideal candidate will maintain strong relationships, manage client expectations, and possess a valid Series 7 and 66 license. This role requires at least 3 years of experience in financial services, exceptional communication skills, and the ability to prioritize effectively. The firm champions continuous learning and offers a range of benefits, including tuition reimbursement and health insurance.
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