Joel King

About Joel King

As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 63••••••11 or email me at: J••••••••@schwab.com.

Experience

1. VP Financial Consultant

   Charles Schwab

   Aug 2022 — Present · Westlake, TX, US

Education

• The University of Kansas

  Bachelor of Arts

  1999 — 2003

Skills

• Financial Markets
• Trading
• Investment Banking
• Foreign Exchange
• Fixed Income
• Finra
• Trading Systems
• Sales
• Derivatives
• Market Data
• Investments
• Capital Markets
• Series 7
• Financial Risk
• Equity Derivatives
• Asset Management
• Traders
• Funding
• Technical Analysis
• Crm
• Hedging
• Fx Options
• Hedge Funds
• Options
• Accounting
• Portfolio Management
• Finance
• Electronic Trading
• New Business Development
• Bloomberg
• Trading Strategies
• Equities
• Market Making
• Cold Calling
• Equity Trading
• Mutual Funds
• Risk Management
• Proprietary Trading
• Currency
• Etfs