Licensed Financial Services Advisor Client Impact
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Finance & Banking
Job Description & How to Apply Below
Charles Schwab in Indiana is seeking a client-focused financial services advocate to answer inbound calls, offer guidance, and build trusted relationships with clients. You will own issues, act as a client champion, and collaborate with a team to deliver solutions that meet client goals.
Qualified candidates have FINRA Series 7 & 63 licenses, CRM proficiency, and a customer-service mindset. A finance-related degree and strong communication skills are preferred for continued growth within
We would love to welcome a new Licensed Financial Services Advisor for Client Impact to our organisation in Brownsburg, IN, United States.
We are currently recruiting a Licensed Financial Services Advisor for Client Impact for our team in Brownsburg, IN, United States.
This is a genuine opportunity to take on the Licensed Financial Services Advisor for Client Impact role at Charles Schwab.
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