Workplace Financial Planning Advisor
Listed on 2026-10-10
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Charles Schwab Corporation in Phoenix, AZ is seeking a Workplace Advice Consultant to provide holistic financial planning and guidance to Stock Plan Services and Retirement Plan Services participants on a team basis. You will be the face of Schwab for corporate clients, delivering high-touch service and coordinating with Schwab specialists.
The role requires active Series 7 and Series 66 licenses, a bachelor’s degree or equivalent experience, strong communication skills, and comfort presenting
This position is for the Workplace Financial Planning Advisor role at Charles Schwab Corporation.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Phoenix, AZ, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 70..
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