Senior Financial Consultant & Wealth Planner

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

Job summary

Charles Schwab Corporation seeks a Financial Consultant to blend planning with holistic guidance—investing, retirement readiness, and education goals—as a trusted partner for clients.

You’ll start with an existing Schwab client book, deepen relationships, and grow your practice through training, mentorship, and a four‑level career path.

Compensation includes a competitive base salary plus performance incentives, with ongoing development and opportunities to advance.

Qualifications

• Valid and active FINRA Series 7 license.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during tenure.
• CFP Certification is a plus; internal development programs available.

Responsibilities

• Business Development: proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Relationship Building: deepen client relationships through focused communication strategies and team collaboration.
• Investment Strategies and Financial Planning: support retirement, education, banking, insurance, and estate planning needs.

Skills

Business Development

Relationship Building

Investments & Planning

Client Communication

Education

CFP Certification

Job description

Charles Schwab Corporation seeks a Financial Consultant to blend planning with holistic guidance—investing, retirement readiness, and education goals—as a trusted partner for clients.

You’ll start with an existing Schwab client book, deepen relationships, and grow your practice through training, mentorship, and a four‑level career path.

Compensation includes a competitive base salary plus performance incentives, with ongoing development and opportunities to advance.