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Financial Services Advisor - Client Guidance & Growth
Job in
Mesa, Maricopa County, Arizona, 85201, USA
Listed on 2026-09-09
Listing for:
Charles Schwab
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Job Description & How to Apply Below
Charles Schwab in Mesa, AZ is seeking a client-focused associate to deliver financial guidance on inbound calls and build lasting client relationships. You will own client issues, collaborate with teams, and strive to provide the best solutions while upholding Schwab's service standards.
Successful candidates typically hold FINRA Series 7 & 63 licenses or are pursuing them, with a finance-related degree. The role emphasizes learning, growth, and a culture of client-first service.
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