Investment Consultant: Path to Financial Advisory

Posted 2 days ago

charles schwabCoral Gables (FL)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Charles Schwab in Coral Gables seeks an Investment Consultant to enhance client relationships and build a book of business through proactive outreach. You will gain exposure to the financial consulting field, learning through collaboration with experienced Financial Consultants while delivering exceptional service. This role requires a bachelor’s degree, a Series 7 license, and two years of experience in financial services. Benefits include a competitive package featuring 401(k) matching and tuition reimbursement. #J-18808-Ljbffr

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.