Financial Consultant - Financial Solutions Branch- Phoenix, AZ (Schwab Peak)

Charles Schwab Inc. • Phoenix, AZ

1d • $70,000 - $90,000

About The Position

The Financial Solutions Branch (FSB), part of Schwab’s Specialized Teams for Advice & Relationship organization, serves Mass Affluent investors through a high-scale dedicated relationship model. The branch works with new and existing clients to deepen engagement, build trust, and provide investment solutions and tools, partnering with local and national branches and other internal teams.

Financial Consultants use human and digital touchpoints to drive engagement, cultivate relationships, and build long-term client loyalty. They listen to clients, understand their priorities, collaborate with internal specialists, and provide wealth management recommendations and advisory guidance. They also grow and retain their practices by responding to client needs and supporting asset consolidation.

Typical work includes client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaboration with business partners, sharing best practices, and digital client engagement. The role requires a Monday–Friday, five-day, eight-hour schedule and is eligible for bonus or incentive opportunities in addition to the salary range.

Requirements

• Active FINRA Series 7 license.
• Series 66 license, or Series 63 and Series 65 licenses.
• Life and Health Insurance license; license(s) may be obtained under a 120-day condition of employment.

Nice To Haves

• At least five years of financial experience.
• Entrepreneurial, self-starter mentality.
• Polished and persuasive interpersonal, verbal, and written communication skills.
• Ability to quickly learn new technology and use a variety of data and systems.
• Openness to ongoing coaching and development to achieve positive client outcomes and career aspirations.
• Strong time management and productivity skills, including the ability to balance competing priorities.
• A learning mentality and willingness to gain an understanding of Schwab products and services.
• An extensive Schwab network to help address client concerns.

Responsibilities

• Conduct client outreach to support engagement, retention, and client satisfaction.
• Discover clients’ priorities and recommend appropriate solutions to help them stay on track with financial goals.
• Build trusted client relationships through focused communication and by exceeding client expectations.
• Use technology and a repeatable sales process to deliver appropriate advice and solutions based on client needs.
• Collaborate with internal specialists and leverage Schwab advice guidelines and market knowledge to help clients progress toward their goals.
• Discuss market conditions, sound investing principles, and wealth and long-term investment strategies suited to clients’ situations.
• Provide wealth management recommendations and advisory guidance.
• Support asset consolidation and grow and retain a client practice.
• Conduct planning and advice discussions and virtual client presentations.
• Collaborate with business partners and share best practices within the branch.
• Use digital enhancements to engage clients.

Benefits

• Bonus or incentive opportunities in addition to the salary range.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed