Investment Consultant - Miami, FL

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, you  have the opportunity to   learn  and grow within our Branch Network  at  the ground floor.  The first foray int o the path towards becoming a Financial Consultant   (FC)   at Schwab, the IC  role provides   the exposure and experience required to advance  in  this challenging  space. You’l l learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients,  uncovering   opportunities  through needs-based analysis and positioning appropriate products and solutions. You’ll  observe our skilled FCs and learn how to  deliver 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.

  Required Qualifications:  

• 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 Qualifications:  

• 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  

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

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance