Investment Consultant - Miami, FL

Position Type : Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As an Investment Consultant   (IC)   at Schwab, you   have the opportunity to   learn   and grow within our Branch Network   at   the ground floor.   The first foray int o the path towards becoming a Financial Consultant   (FC)   at Schwab, the IC   role provides   the exposure and experience required to advance   in   this challenging   space. You’l l learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients,   uncovering   opportunities   through needs-based analysis and positioning appropriate products and solutions. You’ll   observe our skilled FCs and learn how to   deliver unparalleled value and service through collaboration and mentoring.   If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.

What you have

Required Qualifications :

• A valid and active Series 7 license is   required   (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63 / 65) license   required   (license(s) may be obtained under a condition of employment)
• A valid and active Life and Health Insurance license is   required   (may be obtained under a condition of employment)

Preferred Qualifications :

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future :