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Wealth Advisor — Holistic Financial Planning & Client Impact

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-07-09
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

Charles Schwab is looking for a Wealth Advisor in Phoenix, Arizona. In this role, you will manage client relationships and deliver personalized financial planning and investment guidance. You'll work closely with an advisory team to help clients navigate complex financial decisions while focusing on long-term goals.

The successful candidate will have strong communication skills, a Bachelor’s degree, and relevant FINRA licenses. The position offers a hybrid work model, competitive benefits, and opportunities for personal growth.

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