Investment Consultant - Tampa, FL
About The Position
As an Investment Consultant in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant. The role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience. You’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. You’ll build relationship management skills by providing timely, accurate, client-focused support; manage priorities across outreach, follow-up, and administrative work; and collaborate with Financial Consultants and branch leaders to enhance the client experience. The role offers a four-week live virtual Wealth Management University program followed by hands-on branch training and mentorship. It provides a foundation for potential growth into a Financial Consultant position or other leadership, branch, service, and support opportunities. Compensation includes base pay plus bonus and incentive opportunities tied to performance.
Requirements
- Currently hold or obtain, under a condition of employment, the required FINRA Series 7 license.
- Currently hold or obtain, under a condition of employment, the required FINRA Series 66 (63/65) license and Life & Health Insurance.
Nice To Haves
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment is preferred.
- Motivation, 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 with a flexible, solutions-focused approach.
- Ability to prioritize outreach, follow-up, development, and daily responsibilities to stay organized and deliver consistent results.
- Entrepreneurial orientation, including initiative, resilience, and resourcefulness.
Responsibilities
- Apply active listening and thoughtful questioning to align solutions with client goals.
- Build relationship management skills through timely, accurate, client-focused support.
- Manage priorities effectively across 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.
- Use active listening, thoughtful questions, and clear communication to build trust and guide client decisions.
- Take initiative to grow client relationships, pursue opportunities, and navigate challenges.
Benefits
- Four-week live virtual Wealth Management University training program.
- Hands-on branch training and mentorship.
- Bonus and incentive opportunities tied to performance.
- Career development and pathing opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
