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Workplace Financial Planning Advisor
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-30
Listing for:
Charles Schwab
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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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