About this role
Financial Consultant Partner - Manhasset, NY at Charles Schwab. Location: Manhasset, New York, United States. Role: deepening relationships, uncovering opportunities, supporting practice Requirements: Active Series 7 and Series 66 required (may be obtained under condition of employment); 3+ years financial services experience preferred; strong communication, multitasking, client development, CRM experience; ability to become a Notary. Category: Sales Seniority: Mid Level Tools: CRM Certifications: series 7, series 66, notary Commitment: Full Time Workplace: Onsite Languages: English