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Charles Schwab

Territory Wealth & Asset Management Director

pleasanton, CA

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Job description

Charles Schwab seeks an experienced relationship‑building sales professional to acquire and grow Schwab Asset Management solutions across a defined territory. You will translate investment concepts into clear client conversations and build durable partnerships with Financial Consultants and branch leaders.

You will travel regularly within the territory, join advisor meetings, provide education on investment strategies, and collaborate with product, marketing, and investment partners to deliver a

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Worksite address

pleasanton, CA, 94566, US

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