Charles Schwab · 1 month ago
Investment Consultant - Miami, FL
US-FL-Miami
Full-time
Onsite
Entry Level
$56K/yr - $92K/yr
2+ years expCharles Schwab is a leading financial services company, and they are seeking an Investment Consultant to join their Branch Network. This role offers the opportunity to learn about financial consulting while building a book of business through proactive client engagement and collaboration with experienced Financial Consultants.
Financial Services
Responsibilities
Learn and grow within our Branch Network
Build a book of business through proactive, outbound calls to existing Schwab clients
Uncover opportunities through needs-based analysis
Position appropriate products and solutions
Observe our skilled FCs
Deliver unparalleled value and service through collaboration and mentoring
Qualification
Required
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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