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Client Investment Consultant; Hybrid
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-01-12
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A major financial services firm in Phoenix, Arizona is seeking a New Client Investment Consultant to actively engage and create impactful experiences for new retail clients. The successful candidate will hold valid FINRA Series 7 and Series 66 licenses and have a minimum of 2 years in financial services. Responsibilities include identifying business opportunities and building trust with clients while offering superior service.
This position supports hybrid work flexibility and offers competitive benefits and growth opportunities.
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