Workplace Financial Planning Consultant
Charles Schwab
Charles Schwab Corporation in Phoenix is seeking a Workplace Advice Consultant to deliver holistic financial planning and education to plan participants on SPS and RPS relationships. The role emphasizes high-touch client service and collaboration with Schwab specialists, operating on-site to support corporate clients. The candidate should hold active Series 7 and Series 66 licenses and demonstrate strong communication skills, with the ability to explain complex wealth management topics to a #J-18808-Ljbffr Charles Schwab Corporation
Vacancy posted 2 days ago
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