Charles Schwab
Raymond, MS, USA
Position Type: RegularYour Opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. To learn more about our client offerings visit: Charles Schwab - Investor Services. What you are good at Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Investment Consultant will pursue this mission through: Proactive outbound calls to existing Schwab clients, finding opportunities through needs based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers. Create initial relationship with walk-in clients and or prospects to understand investment goals...