Investment Consultant - Plantation, FL
About The Position
As an Investment Consultant in Schwab’s Branch Network, you’ll build foundational consulting skills through proactive client outreach, needs-based conversations, and solution positioning. You’ll learn alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. The role is intended as a first step toward becoming a Financial Consultant, while also offering opportunities to explore leadership, expanded branch roles, or positions across service and support teams. You’ll use active listening and thoughtful questions to align solutions with client goals, provide timely and accurate client-focused support, and manage outreach, follow-up, and administrative work. Success depends on curiosity, initiative, coachability, resilience, and motivation to achieve individual and team goals. Development begins with Wealth Management University, a four-week live virtual program, followed by hands-on branch training and mentorship. Compensation includes base pay and performance-based bonus and incentive opportunities.
Requirements
- Currently hold or obtain, as a condition of employment, the required FINRA Series 7 license.
- Currently hold or obtain, as a condition of employment, the required FINRA Series 66 (63/65) license and Life & Health Insurance.
- Motivation to own goals with persistence, drive, and a growth mindset focused on continuous improvement and business impact.
- Ability to apply feedback quickly and adapt to changing client needs, priorities, and information.
- Time-management skills to prioritize outreach, follow-up, development, and daily responsibilities.
- Ability to build trust and guide client decisions through active listening, thoughtful questions, and clear communication.
- Initiative to grow client relationships, pursue opportunities, and navigate challenges with resilience and resourcefulness.
Nice To Haves
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment.
Responsibilities
- Use active listening and thoughtful questioning to align solutions with client goals.
- Build relationship management skills through timely, accurate, client-focused support.
- Manage priorities across client outreach, follow-up, and administrative work.
- Demonstrate resilience and motivation in achieving individual and team goals.
- Collaborate with Financial Consultants and branch leaders to enhance the client experience.
- Take ownership of learning, results, and professional growth.
Benefits
- Four-week live virtual Wealth Management University training program.
- Hands-on branch training and mentorship.
- Performance-based bonus and incentive opportunities in addition to base pay.
- Career development and potential career paths into Financial Consultant, leadership, expanded branch, service, or support roles.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
