Financial Consultant: Grow Your Client Book & Wealth Planning

Charles Schwab Corporation; Tampa (FL); On-site; USD 60,000 - 100,000; Full time

Job summary

Charles Schwab Corporation in Tampa is seeking a Financial Consultant who blends planning expertise with holistic financial guidance in investing, retirement readiness, and education goals. You will start with a book of Schwab clients, building trust and delivering clear, empathetic financial advice.

You will train through Wealth Management University, followed by a bootcamp, mentorship, and a four-level career track offering advancement and competitive compensation as you grow your practice and

Qualifications

• Valid FINRA Series 7 license is required.
• FINRA Series 66 (63/65) is required during tenure.
• Life & Health Insurance license is required during tenure.
• CFP Certification is a plus and encouraged for development.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients.
• Grow the book of business and strengthen client relationships.
• Discuss market conditions and investing principles with clients.
• Deliver outstanding investor experience while pursuing professional growth.
• Collaborate with Schwab specialists to guide clients toward goals.

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance

CFP Certification (plus)

Job description

Charles Schwab Corporation in Tampa is seeking a Financial Consultant who blends planning expertise with holistic financial guidance in investing, retirement readiness, and education goals. You will start with a book of Schwab clients, building trust and delivering clear, empathetic financial advice.

You will train through Wealth Management University, followed by a bootcamp, mentorship, and a four-level career track offering advancement and competitive compensation as you grow your practice and