Wealth Advisor for Mass Affluent Clients

Charles Schwab; Phoenix (AZ); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Tuition reimbursement

Health insurance

Job summary

Charles Schwab in Phoenix seeks a Financial Consultant to service Mass Affluent clients within the Financial Solutions Branch. You will engage clients, conduct planning discussions, and partner with Schwab specialists to deliver wealth-management guidance.

The role emphasizes a consultative sales process, client outreach, and ongoing development to help clients achieve their financial goals. Monday–Friday 5x8 schedule with a competitive benefits package.

Qualifications

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

Responsibilities

• Drive client outreach and engagement with Mass Affluent clients.
• Conduct planning and advice discussions and virtual presentations.
• Collaborate with Schwab specialists to tailor wealth-management solutions.
• Grow and retain client relationships through ongoing advisory support.

Skills

FINRA Series 7

Series 66

Life & Health Insurance license

Job description

Charles Schwab in Phoenix seeks a Financial Consultant to service Mass Affluent clients within the Financial Solutions Branch. You will engage clients, conduct planning discussions, and partner with Schwab specialists to deliver wealth-management guidance.

The role emphasizes a consultative sales process, client outreach, and ongoing development to help clients achieve their financial goals. Monday–Friday 5x8 schedule with a competitive benefits package.