Senior Financial Consultant: Wealth Planning & Growth

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Schwab Training and Development

Career Pathing

Competitive Compensation

Job summary

Charles Schwab Corporation seeks a driven Financial Consultant to join our Phoenix branch, combining planning expertise with holistic guidance across investing, retirement readiness, and education goals. You will start with an existing client book, building lasting relationships and expanding your practice through thoughtful service and mentorship from experienced colleagues.

Through Wealth Management University and a four-level career path, you’ll receive comprehensive training, ongoing

Qualifications

• FINRA Series 7 license required.
• FINRA Series 66 license and Life & Health Insurance must be obtained during tenure.
• CFP Certification is a plus; Tuition Reimbursement and CFP Cohort Program available.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Build strong client relationships using a focused communication strategy and trusted guidance.
• Advise on Retirement Planning, Education Planning, and Investment Management to help clients reach goals.

Skills

Business Development

Relationship Building

Investment Strategies

Job description

Charles Schwab Corporation seeks a driven Financial Consultant to join our Phoenix branch, combining planning expertise with holistic guidance across investing, retirement readiness, and education goals. You will start with an existing client book, building lasting relationships and expanding your practice through thoughtful service and mentorship from experienced colleagues.

Through Wealth Management University and a four-level career path, you’ll receive comprehensive training, ongoing