- Charles Schwab (Walnut Creek, CA)
- …or MBA equivalent. + Understanding of traditional investment styles and vehicles (ie, separately managed accounts , ETFs, mutual funds, fixed income assets) ... and investment strategy. + Excellent oral and written communication skills. + Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc. In addition to a base salary range posted, this role is also… more
- Charles Schwab (Los Angeles, CA)
- …you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts , option trading), setting you up for success to ... help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to… more