Investment Consultant - Miami, FL

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As an Investment Consultant(IC)at Schwab, youhave the opportunity tolearnand grow within our Branch Networkatthe ground floor.The first foray into the path towards becoming a Financial Consultant(FC)at Schwab, the ICrole providesthe exposure and experience required to advanceinthis challengingspace. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients,uncoveringopportunitiesthrough needs-based analysis and positioning appropriate products and solutions. You’llobserve our skilled FCs and learn how todeliver unparalleled value and service through collaboration and mentoring.If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.

What you are good at

Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Associate Financial Consultant will pursue this mission through:

• Proactive outbound calls to existing Schwab clients, finding opportunities through needs based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers.
• Create initial relationship with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs.
• Identify and refer additional opportunities to Branch Financial Consultants.
• Delivering unparalleled value and excellent service.

We are looking for people with a passion for helping clients….

We value integrity, open communication, perseverance and continuous service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Associate Financial Consultant at Charles Schwab.

To learn more about the culture at Schwab, click here tomeet our people.

What you have

Required Qualifications:

• A valid and active Series 7 license isrequired(license may be obtained under a condition of employment through Branch Network Licensing Program)  

• A valid and active Series 66 (63/65) licenserequired(license(s) may be obtained under a condition of employment)  

• A valid and active Life and Health Insurance license isrequired(may be obtained under a condition of employment)  

Preferred Qualifications:

• 2 years of experience in the financial services industry

• Ability toleverageBusiness development experience

• Passion for gainingknowledge of brokerage/banking products and services

• Openness to build strong client relationships

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.