Wealth Advisor for Mass Affluent Solutions

Charles Schwab; Phoenix (AZ); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation time and sabbatical after 5+1

Parental Leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Schwab is seeking a Financial Consultant to engage Mass Affluent clients, delivering wealth management guidance and timely investment advice. You will partner with internal specialists to tailor solutions, grow your client base, and support asset consolidation.

Expect a Monday–Friday schedule, comprehensive benefits, and opportunities for ongoing coaching and development within a collaborative culture.

Qualifications

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

Responsibilities

• Drive client outreach, planning and advisory discussions with Mass Affluent clients.
• Provide wealth management recommendations and timely market guidance.
• Collaborate with Schwab specialists to tailor solutions and services for clients.
• Grow and retain client relationships through ongoing engagement and asset consolidation.

Skills

FINRA Series 7 license

Series 66 license

Life & Health Insurance license

Job description

Schwab is seeking a Financial Consultant to engage Mass Affluent clients, delivering wealth management guidance and timely investment advice. You will partner with internal specialists to tailor solutions, grow your client base, and support asset consolidation.

Expect a Monday–Friday schedule, comprehensive benefits, and opportunities for ongoing coaching and development within a collaborative culture.