Mass Affluent Financial Consultant | Advisory & Growth

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking a Financial Consultant within the Financial Solutions Branch to engage Mass Affluent clients and deliver wealth management guidance, advisory solutions, and ongoing relationship support.

You will collaborate with internal specialists, participate in client outreach, and leverage Schwab’s digital tools to enhance client outcomes and grow your practice, while maintaining high service standards and compliance.

Qualifications

• Required FINRA Series 7 license.
• Series 66 (63/65) license required.
• Life & Health Insurance license (may be obtained under a 120 day condition of employment).

Responsibilities

• Engage with clients through outreach, planning and advice discussions.
• Conduct virtual client presentations and discuss market trends.
• Collaborate with Schwab specialists and partners to tailor wealth strategies.
• Support asset consolidation and client retention through proactive service.

Skills

Active FINRA Series 7 license

Series 66 license

Life & Health Insurance license

Job description

Charles Schwab Corporation is seeking a Financial Consultant within the Financial Solutions Branch to engage Mass Affluent clients and deliver wealth management guidance, advisory solutions, and ongoing relationship support.

You will collaborate with internal specialists, participate in client outreach, and leverage Schwab’s digital tools to enhance client outcomes and grow your practice, while maintaining high service standards and compliance.