👨🏽💼 Manager, Portfolio Solutions Consultant
- Company
- Charles Schwab
- Location
- Westlake, TX
- Date posted
- 2024-11-16
- Job Type
- None
- Industry
- Accounting / Finance
- Description
- Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Managed Solution Consultant at Charles Schwab, you will provide clients with holistic wealth management in a team-based environment. During client consultations you will provide financial planning guidance and advice recommendations based on personal...See full description
- Important Skills Hard skillsSoft Skills
- data analysis project management financial analysis problem-solving strategic planning business acumen communication leadership critical thinking teamwork negotiation adaptability
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