Job Posting Investment Consultant - Coral Gables, FL
Charles Schwab Inc.
Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What You Have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- Bachelor's degree or equivalent work-related experience
- A valid and active Series 7 license required
- A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
- A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
- Certified Financial Planner (CFP) certification is preferred
- Minimum of two years of experience in the financial services industry (required)
- Financial business development experience (highly preferred)
- Knowledge of brokerage/banking products and services
- Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
Charles Schwab Inc.Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Job Posting Investment Consultant - Coral Gables, FL in Miami, FL vacancy
- ...through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust ask questions and listen to understand, anticipate their needs....SuggestedAfternoon shift
$54.6k
...terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please visit . Location Details Sunset Place Location: Coral Gables, Florida Equal Opportunity Employer/including Disabled/Veterans Regions FinancialSuggestedFull timeFlexible hours$54.6k
...collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate... ...Details Sunset Place Location Coral Gables, Florida Equal Opportunity Employer/including... ...of five business days from the date of posting. Job postings for higher-volume...SuggestedFull timeFlexible hours$150k - $200k
...Wealth Consultant The Wealth Consultant drives business development for Calamos Wealth... ...conversion process, and partnering with investment professionals and onboarding teams to ensure... ...intended for this role at the time of posting. The base salary range may be adjusted in...SuggestedTemporary workRelocationFlexible hours- Personal Banker Job Summary Accountable for adhering to the Bank's BSA, AML and Office of Foreign Asset Control (OFAC) applicable policies. Employee must follow specific unit procedures developed in compliance with the policies. Employee is also responsible for reporting...SuggestedTemporary workWork at office
- ...208464Posted: 2026-05-27Location: FL - Fort Lauderdale; FL - Coral Gables; The Plaza at Coral Gables (FL422)... ...contribute to the company’s success. As an Investment Advisor I within PNC's Private... ...Communications, Investment Consulting, Investment Reporting, Portfolio Management...Full timeTemporary workPart timeWork experience placementWork at office
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Coral Gables, FL18 hours ago- ...opportunity? Culture: Inclusive, performance‑driven, and credit‑disciplined Workplace: Hybrid (4 days on site / 1 day remote) in Coral Gables, FL Function: Lead credit strategy, underwriting oversight, and sponsor deal structuring Requirements 10+ years of experience...Remote work
$138.8k - $215.9k
...taxation to provide tax equity investment consulting services for clients. You... ...practice include:1. Understand the post-OB3 credit regime including:... ...Spring; Elgin, IL; Orlando, FL; Chicago - Des Plaines;... ...; Bedford; Charlotte, NC; Coral Gables, FL; Rockville, MD - Executive...Full timeWork experience placementLocal areaRemote work- Regions Bank in Coral Gables, FL is seeking a Senior Relationship Banker to meet with customers and prospects, assess financial needs, and recommend Regions products and services to help them achieve their financial goals. The full-time role involves outbound calls, cross...Full time
$135.15k - $192.37k
...reviewed by associates, consultants, and vendors of... ...manages all pre-call and post-call meetings for every... ...consumer banking, trust investment, wealth management, or... ...De LeonLocation:Coral Gables, FloridaEqual Opportunity... ...SummaryLocation: Miami, FL - Ponce De Leon Operations...Full timeFlexible hours- Overview Role: Security Analyst Location: Miami, FL Duration: 6+ Months Background verification will be performed for selected candidates. Responsibilities Performs threat hunting, triaging, and reporting information security events Provide oversight to security incidents...Relocation
- ...exceptional service to clients. Our district offices are located at: ~500 E Broward Blvd, Fort Lauderdale, FL 33394 ~201 Alhambra Cir, Coral Gables, FL 33134 ~19950 W Country Club Dr, Aventura, FL 33180 ~100 SE 2nd St, Miami, FL 33131 ~4501 Tamiami Trl N, Naples...InternshipWork at officeHome officeFlexible hours
Northwestern Mutual - Lawhon Network
Miami, FL5 days ago - ...E Broward Blvd, Fort Lauderdale, FL 33394 ~201 Alhambra Cir, Coral Gables, FL 33134 ~19950 W Country Club... ...Key Responsibilities: Client Consultation: Engage with clients to understand... ...comprehensive financial plans that include investments, insurance, and retirement....InternshipWork at officeHome officeVisa sponsorshipFlexible hours
Northwestern Mutual - Lawhon Network
Miami, FL4 days ago - ...: On site at 2109 Ponce de Leon Blvd, Coral Gables, FL 33134, USASummary: As a Financial Advisor... ...goals, including estate planning, investment strategies, and retirement planning. We... ...CFP, CFA) strongly encouraged.Proven consultative sales skills and a demonstrated track...Work at officeLocal area
First Horizon
Miami, FL2 days ago - ...extensive portfolio of clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs Acquires, deepens, and maintains profitable client relationships through sales, prospecting,...Permanent employmentWork at officeFlexible hoursShift workDay shift
Bank of America Corporation
Coral Gables, FL3 days ago $137k - $250k
...their financial journey. Office Locations: Downtown Miami, FL Coral Gables, FL Aventura, FL Naples, FL Training and Development Start as... ...Benefit from our award-winning training programs that cover: · Investment & Advisory Services · Trust Services · Business Needs...Full timeFor contractorsWork at office- Fund Accounting Manager job at Kaufman Rossin. Miami, FL. Job Description How You’ll Contribute: Coordinate, perform, supervise and... ...and reports along with performance reports to be used by investment managers, investors and third parties Financial statement preparation...
- ...Fund Controller | North Miami, FL | Private Equity Our team is working with a leading technology-focused Private Equity fund looking... ...will serve as a strategic business partner to the CFO and investment professionals, ensuring institutional-quality financial reporting...Full time
Daley And Associates, LLC
North Miami, FL14 days ago - ...to $100MM supporting the Miami, FL market as part of the... ...outside activities or personal investing; affected employees will be expected... ...travel#CommercialBankingLocation:1699 Coral Way, Miami, FL 33145Posting End Date: 25 Aug 2026*Job posting may come down early due to...Full timeWork experience placement
- Join to apply for the VP, Financial Consultant - Miami, FL role at Charles Schwab . Your opportunity: In addition to the salary range, this... ...incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professionals...
- Asset Management Consultant Location: Miami, FL Duration: 6 months Oracle Fusion Asset Management Implementation Lead end-to-end Oracle Fusion Asset Management (Maintenance Cloud) implementations. Asset Management Consultant Location: Miami, FL Duration: 6 months...
- Forensic Accountant—Kaufman Rossin, Miami, FL. How You'll Contribute Analyze client documents; extract and summarize relevant information Search for origins of entries and unrecorded transactions; review and verify source documents Demonstrate an understanding of the...
- ...of Miami School of Education and Human Development has an exciting opportunity for a full time Financial Analyst 1 to work in Coral Gables, FL. The Financial Analyst 1 compiles and analyzes financial information for the assigned school in an efficient and accurate manner...Full timeContract workWork experience placementWork at office
University of Miami
Miami, FL5 days ago - ...University of Miami's College of Arts and Sciences has an exciting opportunity for a full time Financial Analyst 1 to work in Coral Gables, FL. The Financial Analyst compiles and analyzes financial information for the assigned division(s)/department(s) efficiently and...Full timeWork experience placementWork at office
University of Miami
Miami, FL5 days ago - MFS Investment Management in Miami, FL seeks a Senior Regional Consultant to sell investment products through financial intermediaries across Broker-Dealer, Regional, Independent and Bank channels. You will promote products, develop strategic relationships, and collaborate...Remote work
- ...subsidiary of Ocean Bank, seeks a Financial Consultant to build long-term client relationships... ...personalized financial planning and investment strategies. The role requires knowledge... ...communication. The position is hybrid from Miami, FL, and involves frequent client...
- ...individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering... ...CommunicationsShift:1st shift (United States of America)Hours Per Week: 40SummaryLocation: Coral Gables; Miami; Miami; PerrineType: Full timeFull timeTemporary workDay shift
- ...lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust ask questions and listen to understand, anticipate their needs....Afternoon shift
- ...build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs....Immediate startAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Job Posting Investment Consultant - Coral Gables, FL. Be the first to apply!
Related searches