Workplace Financial Planning Advisor

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

Job summary

Charles Schwab Corporation in Phoenix, AZ is seeking a Workplace Advice Consultant to provide holistic financial planning and guidance to Stock Plan Services and Retirement Plan Services participants on a team basis. You will be the face of Schwab for corporate clients, delivering high-touch service and coordinating with Schwab specialists.

The role requires active Series 7 and Series 66 licenses, a bachelor’s degree or equivalent experience, strong communication skills, and comfort presenting

Qualifications

• Active Series 7 license required.
• Active Series 66 (63/65) license required (may be obtained under condition of employment).
• Bachelor’s degree or equivalent work experience preferred.

Responsibilities

• Provide holistic financial planning, education and guidance to SPS/RPS participants on a team-based basis.
• Act as the “face of Schwab” for corporate clients and support participants across wealth management needs.
• Deliver high-touch service, answer in-the-moment questions and provide point-in-time guidance.

Skills

Series 7 license

Series 66 license

Education

Bachelor’s degree or equivalent experience

Job description

Charles Schwab Corporation in Phoenix, AZ is seeking a Workplace Advice Consultant to provide holistic financial planning and guidance to Stock Plan Services and Retirement Plan Services participants on a team basis. You will be the face of Schwab for corporate clients, delivering high-touch service and coordinating with Schwab specialists.

The role requires active Series 7 and Series 66 licenses, a bachelor’s degree or equivalent experience, strong communication skills, and comfort presenting