
Investment Consultant: Grow Your Financial Career + Benefits
Charles Schwab, Houston, TX, United States
A leading financial services firm in Houston seeks an Investment Consultant to begin a rewarding career in financial consulting. This role involves proactive outreach to existing clients, determining their needs, and providing relevant product solutions. The ideal candidate has a passion for finance and must hold Series 7, Series 66, and Life and Health Insurance licenses, with preference given to those with 2 years of financial services experience. The firm offers robust training and competitive benefits.
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