VP, Financial Consultant- Century City, CA

Manage wealth on behalf of clients through retirement planning, investment management, banking, lending, insurance, and estate planning while actively engaging in warm outreach to existing and prospective clients to grow the book of business. Build strong relationships by applying a focused client communication strategy that exceeds expectations and leverages Schwab specialists and market knowledge to guide clients through life's financial decisions. Complete comprehensive training through Wealth Management University and ongoing mentorship within the branch to deepen expertise and advance along the four-level Financial Consultant track.