Investment Consultant: Training, Growth, Impact

Charles Schwab; Tampa (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match and Employee

stock purchase plan

Paid time for vacation and volunteer"

Sabbatical after 5 years

Paid parental leave and familybuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Tampa seeks an Investment Consultant to engage clients, learn the advisory business, and support solution-based conversations. You will gain hands-on training alongside experienced Financial Consultants who coach and mentor, building a foundation for a future Financial Consultant role.

The program emphasizes active learning, ownership of results, and a path to expanded client relationships, with opportunities across service and support teams.

Qualifications

• Experience in financial services or client-facing advisory environment preferred.
• Ability to listen actively and align solutions to client goals.
• Proactive, coachable, and motivated to learn and grow in a branch setting.

Responsibilities

• Apply active listening to align solutions with client goals.
• Build client relationships through timely, accurate support.
• Manage priorities across outreach, follow-up, and administrative work.
• Collaborate with branch leaders to enhance client experience.
• Take ownership of learning, results, and professional growth.

Skills

Financial services experience

Sales/advisory mindset

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Job description

Charles Schwab in Tampa seeks an Investment Consultant to engage clients, learn the advisory business, and support solution-based conversations. You will gain hands-on training alongside experienced Financial Consultants who coach and mentor, building a foundation for a future Financial Consultant role.

The program emphasizes active learning, ownership of results, and a path to expanded client relationships, with opportunities across service and support teams.