About this role
Investment Consultant - Forest Hills, NY at Charles Schwab. Location: Forest Hills, New York, United States. Role: building book, calling clients, positioning solutions Requirements: Active Series 7, Series 66 (63/65) and Life & Health insurance licenses (or obtainable under employment); business development and client relationship skills; preferred 2 years financial services experience. Category: Sales Seniority: Entry Level Certifications: series 7, series 66, life and health insurance Commitment: Full Time Workplace: Onsite Languages: English