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Workplace Financial Planning Advisor

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR
Job Description & How to Apply Below

Charles Schwab is seeking a Workplace Advice Consultant to provide holistic financial planning, education, and guidance to participants of Stock Plan Services and Retirement Plan Services. You will act as the face of Schwab for corporate clients and support participants across wealth management needs on a collaborative team.

The role requires Series 7 and Series 66 licenses (active) and prefers a Bachelor's degree.

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