Financial Services Advisor - Client Guidance & Growth

Charles Schwab; Mesa (AZ); On-site; USD 58,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after every 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in Mesa, AZ is seeking a client-focused associate to deliver financial guidance on inbound calls and build lasting client relationships. You will own client issues, collaborate with teams, and strive to provide the best solutions while upholding Schwab's service standards.

Successful candidates typically hold FINRA Series 7 & 63 licenses or are pursuing them, with a finance-related degree. The role emphasizes learning, growth, and a culture of client-first service.

Qualifications

• Active FINRA Series 7 & 63 Licenses.
• Bachelor’s degree or higher in Finance, Economics, or related field from accredited university.

Responsibilities

• Provide clients with financial guidance while building lasting relationships.
• Handle inbound calls, take ownership of issues, and deliver best possible solutions.
• Serve as an advocate for clients with a team-focused, collaborative approach.

Skills

Growth mindset

Willingness to learn

Strong communication

Client engagement

Adaptability

Education

Bachelor's degree or higher in Finance

Economics or related field

Tools

CRM platforms

Job description

Charles Schwab in Mesa, AZ is seeking a client-focused associate to deliver financial guidance on inbound calls and build lasting client relationships. You will own client issues, collaborate with teams, and strive to provide the best solutions while upholding Schwab's service standards.

Successful candidates typically hold FINRA Series 7 & 63 licenses or are pursuing them, with a finance-related degree. The role emphasizes learning, growth, and a culture of client-first service.