Investment Consultant: Grow Client Solutions & Career Path

Charles Schwab Corporation; Plantation (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Charles Schwab Corporation in Plantation, FL invites experienced professionals to join as Investment Consultants in our Branch Network. You’ll develop core consulting skills through proactive outreach, needs‑based conversations, and solution positioning while learning alongside seasoned Financial Consultants.

This entry‑level role focuses on coaching, mentorship, and hands‑on growth. You’ll have opportunities for leadership, cross‑branch mobility, and a clear path to becoming a Financial

Qualifications

• FINRA Series 7 license required.
• FINRA Series 66 (63/65) license and Life & Health Insurance required.
• Experience in financial services or a client-facing environment preferred.
• Strong communication, sales aptitude, and learning agility.

Responsibilities

• Apply active listening and thoughtful questioning to align solutions to client goals.
• Build relationship management through timely, client-focused support.
• Manage priorities across outreach, follow-up, and administrative work.
• Demonstrate resilience and motivation to achieve individual and team goals.
• Collaborate with Financial Consultants and branch leaders to enhance client experience.
• Take ownership of learning, results, and professional growth.

Skills

Active listening

Questioning

Relationship building

Prioritization

Resilience

Collaboration

Growth mindset

Time management

Influencing

Entrepreneurial mindset

Education

FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance license

Job description

Charles Schwab Corporation in Plantation, FL invites experienced professionals to join as Investment Consultants in our Branch Network. You’ll develop core consulting skills through proactive outreach, needs‑based conversations, and solution positioning while learning alongside seasoned Financial Consultants.

This entry‑level role focuses on coaching, mentorship, and hands‑on growth. You’ll have opportunities for leadership, cross‑branch mobility, and a clear path to becoming a Financial