Wealth Advisor: Holistic Financial Planning & Client Impact

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Charles Schwab Corporation in Phoenix, AZ is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach.

You’ll collaborate with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals and client confidence.

Qualifications

• Client experience: build trust by listening actively and translating concepts.
• Time management: prioritize meetings and plan work with clear next steps.
• Financial planning: align portfolios to goals, risk tolerance and outcomes.
• Coachability: seek feedback and adjust to improve advisory effectiveness.
• Self-awareness: acknowledge strengths and escalate concerns appropriately.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned with Schwab’s approach.
• Collaborate with advisory team to support clients through complex decisions.
• Support long-term client retention and advisory excellence.
• Maintain clear communications and professional standards on client outcomes.

Skills

Client experience

Time management

Financial planning

Coachability

Self-awareness

Education

Bachelor’s degree

FINRA Series 7 license

FINRA Series 66 license

CFP or CFA designation (preferred)

Job description

Charles Schwab Corporation in Phoenix, AZ is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach.

You’ll collaborate with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals and client confidence.