Investment Consultant: Path to Financial Consultant

Charles Schwab Corporation; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Charles Schwab Corporation in Tampa, FL is seeking an Investment Consultant to begin a path toward becoming a Financial Consultant. You will engage clients, learn through mentorship, and build foundational consulting skills via proactive outreach and needs-based conversations.

The role emphasizes initiative, resilience, time management, and relationship-building as you progress from training through hands-on branch experiences, with opportunities for growth and a clear career path within Schwab.

Qualifications

• FINRA Series 7 license is required or in process.
• FINRA Series 66 license and Life & Health Insurance are required.
• Experience in financial services or client-facing/sales/advisory environment preferred.
• Willingness to learn and grow in a branch-based role.

Responsibilities

• Engage in proactive client outreach and needs-based conversations.
• Position solutions to align with client goals and challenges.
• Collaborate with Financial Consultants and branch leaders to enhance client experience.
• Manage outreach, follow-up, and administrative tasks while meeting targets.
• Demonstrate coachability and commitment to learning on the job.

Skills

Motivation

Adaptability

Time management

Influencing others

Entrepreneurial orientation

Education

FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance license

Job description

Charles Schwab Corporation in Tampa, FL is seeking an Investment Consultant to begin a path toward becoming a Financial Consultant. You will engage clients, learn through mentorship, and build foundational consulting skills via proactive outreach and needs-based conversations.

The role emphasizes initiative, resilience, time management, and relationship-building as you progress from training through hands-on branch experiences, with opportunities for growth and a clear career path within Schwab.