Manager, Portfolio Solutions Consultant
Charles Schwab•Lone Tree, CO
463d•$71,000 - $109,000
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About The Position
As a Manager, Portfolio Solutions Consultant at Charles Schwab, you will provide clients with comprehensive wealth management solutions in a collaborative team environment. Your role will involve engaging with clients through financial planning consultations, offering tailored advice based on their personal goals and financial needs. You will also be responsible for business development, client retention, and relationship management, ensuring that clients receive exceptional service and support throughout their financial journey.
