Workplace Financial Planning Consultant

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

Charles Schwab Corporation in Phoenix is seeking a Workplace Advice Consultant to deliver holistic financial planning and education to plan participants on SPS and RPS relationships. The role emphasizes high-touch client service and collaboration with Schwab specialists, operating on-site to support corporate clients.

The candidate should hold active Series 7 and Series 66 licenses and demonstrate strong communication skills, with the ability to explain complex wealth management topics to a

Qualifications

• Experience in holistic financial planning and education for plan participants.
• Ability to explain complex topics to a variety of clients.
• Strong communication and interpersonal skills; comfortable presenting 1:1 or virtually.

Responsibilities

• Provide holistic financial planning, education and guidance to participants on SPS and RPS.
• Act as the voice of Schwab for corporate clients while supporting participants’ wealth management needs.
• Collaborate with a team of professionals to deliver high-touch service and guidance.

Skills

Financial planning

Client service

Communication

Licensing knowledge

Education

Bachelor’s degree or equivalent work experience

Job description

Charles Schwab Corporation in Phoenix is seeking a Workplace Advice Consultant to deliver holistic financial planning and education to plan participants on SPS and RPS relationships. The role emphasizes high-touch client service and collaboration with Schwab specialists, operating on-site to support corporate clients.

The candidate should hold active Series 7 and Series 66 licenses and demonstrate strong communication skills, with the ability to explain complex wealth management topics to a