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Workplace Financial Planning Advisor

Charles Schwab

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 #J-18808-Ljbffr Charles Schwab Corporation

Vacancy posted 2 days ago
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