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Investment Consultant — Path to Financial Advisor
Job in
Vero Beach, Indian River County, Florida, 32966, USA
Listed on 2026-01-11
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A leading financial services firm in Vero Beach is seeking an Investment Consultant to engage with existing clients and develop a book of business. This entry-level role provides mentorship and the opportunity to advance to a Financial Consultant position, requiring licenses in Series 7, Series 66, and Life and Health Insurance. The ideal candidate has a passion for client relationships and financial products.
Competitive benefits include 401(k) matching, tuition reimbursement, and paid time off.
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