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Investment Consultant: Path to Financial Advisor

Job in Virginia Beach, Virginia, 23450, USA
Listing for: Jobtome
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR

Job Description & How to Apply Below

Schwab seeks an Investment Consultant to initiate and grow a client book through proactive outreach and needs-based analysis. You will work with existing Schwab clients to uncover opportunities and position suitable financial solutions while learning from experienced Financial Consultants.

Required licenses include Series 7, Series 66, and Life/Health Insurance; a Bachelor's degree or equivalent experience is needed. CFP is preferred, with potential for bonus opportunities.

We are currently recruiting a Investment Consultant:
Path to Financial Advisor for our team in Virginia Beach, VA, United States.

This is an excellent opportunity to take on the Investment Consultant:
Path to Financial Advisor role at Jobtome.

As a Investment Consultant:
Path to Financial Advisor, you will play an important part at Jobtome in Virginia Beach, VA, United States.

We invite applications for the Investment Consultant:
Path to Financial Advisor position located in Virginia Beach, VA, United States.

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