Your opportunity
In addition to the salary range, this role qualifies for bonus or incentive opportunities. Review our Investment Professionals’ incentive structure: Investment Professionals' Compensation.
Position Type: Regular
At Schwab, you have the chance to make a meaningful impact on your career. The role blends innovative thinking with practical problem solving to challenge the status quo and transform the finance industry. The branch team sits at the core of helping clients secure their financial futures. In this position, you will provide clients with financial guidance while building relationships based on trust and mutual goals. You will drive your professional journey within a supportive, collaborative culture and a wide range of career opportunities.
As a Financial Consultant, you will work with Schwab clients to deliver wealth management and financial planning advice. Over time, you will grow your practice through client asset consolidation, networking, and referrals. If you already hold securities licenses, enjoy team collaboration, and share our commitment to client service, this role is for you.
Location: Vero Beach, FL 32960
What you have
- Required Qualifications: A valid and active FINRA Series 7 license is required.
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life and Health Insurance will be required during your tenure on the job.
Preferred Qualifications
- Ability to build strong relationships, foster trust, and deepen client connections through focused communication that exceeds expectations.
- Willingness to leverage Schwab specialists, adhere to Schwab advice guidelines, apply market knowledge, and inspire action to help clients progress toward goals.
- Openness to manage wealth on behalf of clients including Retirement Planning, Education Planning, Investment Management, Banking and Lending, Insurance and Risk Management, and Estate Planning.
- Ability to adapt and implement change as markets and business conditions evolve.
- Passion for community engagement to discuss market conditions, sound investing principles, and long term wealth and investment strategies tailored to individual situations.
- Desire to deliver an outstanding investor experience while advancing your own professional development in Wealth Management.
What’s in it for you
At Schwab, you are empowered to shape your future. We support your growth through meaningful work, continuous learning, and a culture of trust and collaboration, so you can build the skills that create a lasting impact.
We offer a competitive benefits package that covers you today and into the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time off for vacation, volunteering, and a 28 day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
