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Investment Consultant — Path to Financial Advisor; Hybrid
Job in
Fort Lauderdale, Broward County, Florida, 33336, USA
Listed on 2026-06-30
Listing for:
Charles Schwab
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Charles Schwab is looking for an Investment Consultant in Fort Lauderdale, Florida. In this role, you will learn to build client relationships and develop a book of business through proactive outreach. Essential qualifications include a Bachelor’s degree, Series 7 and Series 66 licenses, and a minimum of two years in the financial services sector.
Not only does the role provide opportunities for advancement towards becoming a Financial Consultant, but Schwab also offers a competitive benefits package that includes a 401(k) plan, paid parental leave, and tuition reimbursement.
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