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Wealth Consultant & Client Partner

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-08-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 150000 USD Yearly USD 90000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Consultant & Client Growth Partner

Charles Schwab Corporation is seeking a Financial Consultant to combine planning expertise with holistic guidance, including investing, retirement readiness, and education goals. You will serve as a trusted partner guiding clients through financial decisions with clarity and empathy.

You’ll start with an existing book of Schwab clients, deepen relationships, and grow your practice while benefiting from comprehensive training and a defined advancement path within the four-level track.

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