Wealth & Financial Consultant: Grow Your Client Book & Impact

Charles Schwab; Phoenix (AZ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

PTO and sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Phoenix seeks a Financial Consultant to blend planning expertise with holistic financial guidance for clients’ investing, retirement readiness, and education goals.

You’ll start with an existing client book, building lasting relationships and growing your practice. You will participate in Schwab Training via Wealth Management University and engage in mentorship to advance professionally.

Qualifications

• Proactively engage in warm outreach to existing and prospective clients.
• Build trust and deepen client relationships through clear communication.
• Guide clients on market conditions and long-term investment strategies.

Responsibilities

• Develop and manage a book of business within Schwab’s branch network.
• Provide comprehensive financial guidance including retirement readiness and education goals.
• Collaborate with Schwab specialists to deliver a holistic client experience.

Skills

Business Development

Relationship Building

Investment Planning

Job description

Charles Schwab in Phoenix seeks a Financial Consultant to blend planning expertise with holistic financial guidance for clients’ investing, retirement readiness, and education goals.

You’ll start with an existing client book, building lasting relationships and growing your practice. You will participate in Schwab Training via Wealth Management University and engage in mentorship to advance professionally.