Senior Financial Consultant - Client Growth & Planning

Charles Schwab Corporation; Florida; On-site; USD 60,000 - 100,000; Full time

Job summary

Charles Schwab Corporation in Florida seeks a Financial Consultant to blend planning expertise with holistic guidance, helping clients manage investing, retirement readiness, and education goals.

You’ll start with an existing book of Schwab clients, build relationships, and grow your practice through ongoing training, mentorship, and a clear four-level career path with competitive compensation.

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
• CFP Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)

Responsibilities

• Business Development: Proactively engage existing and prospective clients to grow relationships and support long-term financial needs.
• Relationship Building: Build trust through focused client communication and collaboration with Schwab specialists.
• Investment Strategies and Financial Planning: Apply planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and evolving market conditions.

Skills

Business Development

Relationship Building

Investment Planning

Client Guidance

Education

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life & Health Insurance

CFP Certification (plus)

Job description

Charles Schwab Corporation in Florida seeks a Financial Consultant to blend planning expertise with holistic guidance, helping clients manage investing, retirement readiness, and education goals.

You’ll start with an existing book of Schwab clients, build relationships, and grow your practice through ongoing training, mentorship, and a clear four-level career path with competitive compensation.