Top 97 Financial consultant Jobs in Saint Cloud, Fl

Senior Fixed Income Specialist
Charles Schwab —Orlando, FL
- $28.85 - $44.71 an hour
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
Financial Advisor - Orlando, FL
Thrivent —Orlando, FL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Orlando, FL
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Advisor / Business Development - Downtown Orlando, FL
Northwestern Mutual —Orlando, FL
- $50,000 - $100,000 a year
- Full-time
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Orlando, FL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Registered Representative - State Farm Agent Team Member
Jose Rosario - State Farm Agent —Orlando, FL
- $45,000 - $100,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Tuition reimbursement
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Orlando, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Stock Loan Operations Specialist
Charles Schwab —Orlando, FL
- $30.29 - $33.65 an hour
- Hybrid work
- Research
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
6d
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Orlando, FL
- $100,000 - $145,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Client Support Specialist - Greater Orlando, FL Area (REMOTE)
Fidelity Investments —Orlando, FL
- Full-time
- Mid-level
- Residential
- Business development
- Paid training
- Work from home
Financial Advisor Trainee (Winter Park, FL)
Raymond James Financial, Inc. —Winter Park, FL
- Full-time
- Writing skills
- 3 years
- Finance
- Paid holidays
- Health insurance
AMP Financial Advisor Trainee (Orlando, FL)
Raymond James Financial, Inc. —Orlando, FL
- Full-time
- Writing skills
- 3 years
- Finance
- Paid holidays
- Health insurance
7d
Financial Consultant - Orlando Health Medical Group
Orlando Health —Orlando, FL
- Full-time
- CPA
- Mid-level
- Finance
- Benefits from day one
18h
Financial Advisor - Kissimmee, FL
TD Bank —Kissimmee, FL
- $72,280 - $108,160 a year
- Full-time
- Spanish
- Mid-level
- Business development
- Health insurance
- Paid time off
Voya Financial Advisors Orlando
Voya Financial Advisors —Orlando, FL
- Full-time
- Mid-level
- 403(b)
Paraplanner/Financial Planner
Signature Wealth Advisors —Orlando, FL
- $90,000 - $110,000 a year
- Full-time
- Data analysis skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
1d
Financial Consultant - Orlando Health Medical Group
Baptist Health —Orlando, FL
- Full-time
- CPA
- Mid-level
- Finance
- Benefits from day one
18h
Financial Consultant - Orlando Health Medical Group
Bayfront Health —Orlando, FL
- Full-time
- CPA
- Mid-level
- Finance
- Benefits from day one
18h
Financial Planner
New York Life Insurance - Orlando, FL —Orlando, FL
- $120,000 - $150,000 a year
- Computer literacy
- Finance
- Analysis skills
- Life insurance
Quick Apply
Financial/Wealth Management Advisor
Northwestern Mutual —Orlando, FL
- $95,000 - $250,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply

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financial consultant jobs near saint cloud, fl

Senior Fixed Income Specialist

Charles Schwab -
Orlando, FL

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Job Details

$28.85 - $44.71 an hour

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

De-escalation techniques
Conflict de-escalation
Managing clients in a customer support role
Series 7
Investment client management
Financial concepts
FINRA License
Risk assessment
Relationship building in financial sales
Consultative selling

Full Job Description

Position Type: Regular

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As a Senior Specialist in Fixed Income Service, you will support clients in making informed investment decisions by providing guidance, education, and solutions across fixed income products. In this role, you will handle inbound client calls, provide consultative support for clients aligned to their goals, and execute a combination of solicited and unsolicited fixed income trades for clients. You provide expertise on fixed income investments including U.S. Treasuries, certificates of deposits, municipal bonds, corporate bonds, government agency bonds, and preferred securities. This position is ideal for someone who thrives in a fast-paced, client-focused environment, and brings a strong growth mindset motivated by continuous learning and professional development.

What you have

Required Qualifications:

Consultative Communication: Ability to explain complex financial concepts clearly and build trust with clients
Problem Solving: Proven ability to resolve challenging client situations and de-escalate when necessary, using empathy, active listening, and professionalism
Critical Thinking: Ability to evaluate client needs, assess risk, and identify appropriate solutions
Coachability: Demonstrates openness to feedback, learning agility, and a commitment to continuous improvement

Additional Requirements:

Active FINRA Series 7 license
Active FINRA Series 63 or 66 license
Experience interacting with clients in a proactive, consultative service environment
Strong time management, attention to detail, and risk awareness when executing trades

Preferred qualifications:

Bachelor’s Degree or equivalent professional experience
Experience with fixed income products (Treasuries, Municipals, Corporates, CDs, ETFs, etc.)
Ability to conduct portfolio-related or investment planning conversations
Experience working in a collaborative, team-based environment

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 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

Apply Now

Refine Your Search

financial consultant jobs in saint cloud, fl

Senior Fixed Income Specialist

Financial Advisor - Orlando, FL

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Financial Advisor / Business Development - Downtown Orlando, FL

Financial Advisor

Registered Representative - State Farm Agent Team Member

Wealth Management Trainee (FL)

Stock Loan Operations Specialist

Wealth Advisor, Schwab Wealth Advisory

Client Support Specialist - Greater Orlando, FL Area (REMOTE)

Financial Advisor Trainee (Winter Park, FL)

AMP Financial Advisor Trainee (Orlando, FL)

Financial Consultant - Orlando Health Medical Group

Financial Advisor - Kissimmee, FL

Voya Financial Advisors Orlando

Paraplanner/Financial Planner

Financial Consultant - Orlando Health Medical Group

Financial Consultant - Orlando Health Medical Group

Financial Planner

Financial/Wealth Management Advisor

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