Charles Schwab · 3 days ago
Financial Consultant - Financial Solutions Branch - Phoenix, AZ
Phoenix, AZ
Full-time
Onsite
Senior Level
5+ years expCharles Schwab is a financial services company that empowers its employees to make an impact on their careers. The Financial Consultant in the Financial Solutions Branch is responsible for driving client engagement, cultivating relationships, and providing wealth management recommendations to Mass Affluent clients to help them achieve their financial goals.
Financial Services
Responsibilities
Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals
Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations
Have a Defined Process: Demonstrate your ability to use technology and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs
Use your Team and Ability to Influence: Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals
Be a Challenger: Partner with and Educate Clients. Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Qualification
Required
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)
Preferred
Minimum of 5 years of financial experience
Entrepreneurial and a self-starter mentality
Polished and persuasive interpersonal and verbal/ written communication skills
Able to quickly learn new technology and use a variety of data and systems
Open to ongoing coaching and development to achieve positive client outcomes and career aspirations
Strong time management skills and productivity; ability to successfully balance competing priorities
Learning mentality, as you gain an understanding of all the products and services at Schwab
Extensive Schwab network to best address client concerns
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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