Senior Financial Consultant & Wealth Planner

Charles Schwab; Phoenix (AZ); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Phoenix is seeking a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals, serving as a trusted partner guiding clients through life’s financial decisions with clarity and empathy.

You’ll start with a book of existing Schwab clients to build lasting relationships, leveraging your communication skills to deepen client connections and make a meaningful impact in the communities you serve.

Qualifications

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Build trust and deepen client relationships through focused communication and service.
• Provide guidance on Retirement Planning, Education Planning, Investment Management, Banking & Lending, Insurance & Risk Management, and Estate Planning.

Responsibilities

• Develop wealth-management strategies tailored to client needs and goals.
• Collaborate with Schwab specialists and follow advice guidelines to drive action and outcomes.
• Stay current with market conditions and adapt recommendations accordingly.

Skills

Business Development

Relationship Building

Investment Strategies

Education

FINRA Series 7

FINRA Series 66 (63/65)

CFP Certification (plus)

Job description

Charles Schwab in Phoenix is seeking a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals, serving as a trusted partner guiding clients through life’s financial decisions with clarity and empathy.

You’ll start with a book of existing Schwab clients to build lasting relationships, leveraging your communication skills to deepen client connections and make a meaningful impact in the communities you serve.