Wealth Advisor for Mass Affluent Clients
Charles Schwab
Charles Schwab Corporation is seeking a Financial Consultant in Phoenix, Arizona to enhance client relationships and provide tailored financial solutions. Candidates must have an Active FINRA Series 7 license and Series 66 license. In this role, you will be responsible for advising clients, managing portfolios, and ensuring customer satisfaction while driving client engagement through various communication strategies. Preferred candidates will have at least 5 years of financial experience and strong communication skills, with a Monday to Friday schedule offering bonus opportunities. #J-18808-Ljbffr
Vacancy posted 2 days ago
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