Financial Consultant: Grow Your Client Book & Wealth Planning
charles schwabTampa (FL)
Financial Consultant: Grow Your Client Book & Wealth Planning
Posted yesterday
charles schwabTampa (FL)
SENIORITY
Mid
About the role
Charles Schwab Corporation in Tampa is seeking a Financial Consultant who blends planning expertise with holistic financial guidance in investing, retirement readiness, and education goals. You will start with a book of Schwab clients, building trust and delivering clear, empathetic financial advice.
You will train through Wealth Management University, followed by a bootcamp, mentorship, and a four-level career track offering advancement and competitive compensation as you grow your practice and
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.