Urgent Search! Financial Consultant (FSB) - Phoenix, AZ
Company: Charles Schwab
Location: Tempe
Posted on: June 25, 2025
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Job Description:
Position Type: Regular Your opportunity In addition to the
salary range, this role is also eligible for branch bonus and
incentive opportunities. Click the link below to review our
Investment Professionals’ incentive structure. Investment
Professionals' Compensation | Charles Schwab At Schwab, you’re
empowered to make an impact on your career. Here, innovative
thought meets creative problem solving, helping us “challenge the
status quo” and transform the finance industry together. The
Financial Solutions Branch (FSB) is part of the Specialized Teams
for Advice & Relationship (STAR) organization in the Investor
Services Branch Network. FSB provides a high-scale dedicated
relationship model responsible for serving Mass Affluent investors.
FSB is an extension of the Branch Network and serves our new and
existing Mass Affluent clients to deepen engagement, build trust,
and provide investment solutions and tools for today’s markets. The
team partners closely with a wide range of departments and
partners, including the local and national branches, to ensure
these clients get the most out of their relationship with Schwab.
Through a blend of human and digital touchpoints, Financial
Consultants in the Financial Solutions Branch are tasked with
driving engagement, cultivating relationships, and gaining long
term client loyalty in working with Schwab’s mass affluent client
base. Through engagement, you will support client outreach, client
retention, and improve overall client satisfaction as you position
yourself to be a key resource in helping clients in finding
financial success. As a Financial Consultant in the Financial
Solutions Branch, you will advocate on behalf of your clients by
listening and discovering what is most important to them,
understanding who they are, and then collaborating with a team of
internal specialists to help clients fulfill their financial goals.
You will confidently provide wealth management recommendations,
advisory guidance, and will discuss timely and relevant topics to
drive meaningful outcomes for your clients. Finally, you will grow
and retain your practice by responding to your client’s needs,
supporting asset consolidation, and continue to partner alongside
your clients as you help guide them through their financial
journey. Your typical day would include client outreach, planning
and advice discussions, virtual client presentations, discussions
of market trends, collaborating with business partners, sharing of
best practices within your branch, and additional client engagement
driven by digital enhancements to the Schwab platform. When meeting
with clients you will: - Be Curious and Consultative: Discover all
you can about your clients, see things through their eyes, and then
review and recommend appropriate solutions to help them stay on
track with their financial goals. - Be a Trusted Advisor: Build
strong relationships, engage and encourage trust, and deepen the
client relationship by applying a focused client communication
strategy, and exceeding client expectations. - Have a Defined
Process: Demonstrate your ability to use technology and deliver
appropriate advice and solutions through a repeatable sales process
that focuses on addressing clients’ needs. - Use your Team and
Ability to Influence: Leverage our team of Schwab specialists,
Schwab advice guidelines, your knowledge of the markets, and your
ability to inspire action to help your client’s progress toward
achieving their goals. - Be a Challenger: Partner with and Educate
Clients. Share and engage clients in discussion about market
conditions, sound investing principles, and the ideal wealth and
long-term investment strategies for their personal situation. What
you have We place a premium on high performance, quality service
and the ability to implement our strategy. Required skills include:
- Active FINRA Series 7 license - Series 66 (63/65) license - Life
& Health Insurance license (license(s) may be obtained under a 120
day condition of employment) Preferred: - Minimum of 5 years of
financial experience - Entrepreneurial and a self-starter mentality
- Polished and persuasive interpersonal and verbal/ written
communication skills - Able to quickly learn new technology and use
a variety of data and systems - Open to ongoing coaching and
development to achieve positive client outcomes and career
aspirations - Strong time management skills and productivity;
ability to successfully balance competing priorities - Learning
mentality, as you gain an understanding of all the products and
services at Schwab - Extensive Schwab network to best address
client concerns This role will require a Monday – Friday 5x8
schedule What’s in it for you At Schwab, we’re committed to
empowering our employees’ personal and professional success. Our
purpose-driven, supportive culture, and focus on your development
means you’ll get the tools you need to make a positive difference
in the finance industry. We offer a competitive benefits package
that takes care of the whole you – both today and in the future: -
401(k) with company match and Employee stock purchase plan - Paid
time for vacation, volunteering, and 28-day sabbatical after every
5 years of service for eligible positions - Paid parental leave and
family building benefits - Tuition reimbursement - Health, dental,
and vision insurance
Keywords: Charles Schwab, Prescott Valley , Urgent Search! Financial Consultant (FSB) - Phoenix, AZ, Sales , Tempe, Arizona
