Financial Planner- Schwab Wealth Advisory

2 weeks ago

Phoenix, United States Charles Schwab Full time
Position Type: RegularYour opportunity

This Financial Planner position is a specialist supporting  broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

 

The Financial Planner works with  Schwab Wealth Advisory Investment Advisors to provide comprehensive financial planning services for clients and prospects seeking advice on how to reach multiple goals. The financial plan includes a customized analysis to address client or prospective client goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client or prospect, the Schwab Financial Planner prepares and presents a financial plan which will identify a client’s current situation, opportunities and gaps, and advise on specific steps to meet financial goals.

 

  • Providing exceptional on-going client support by handling day-to-day service requests via phone and email
  • Assisting clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio performance data and third-party research
  • Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals
  • Collaborating to achieve efficient and effective practice management within a team-based environment

 

The Financial Planner is responsible for strengthening the relationship between Schwab and clients who have the need for advice on complex financial situations.  The financial planning process includes cultivating referral relationships with internal partners, supporting client relationships based on the needs of clients and partners, and working directly with clients to assess and advise on complex financial planning topics.  Candidates should have a strong background in client and practice management, presentation and communication skills, and expertise in the area of financial planning.

 

Responsibilities include; working with assigned internal Schwab departments (primarily the Branch and Schwab Wealth Advisory Investment Advisors) to cultivate a referral relationship. Interact directly with clients in delivering detailed and customized financial plans. Participate in ongoing personal development and training to continually grow as a professional and advisor. Participate in joint sales calls regarding Schwab’s financial planning capabilities.

 

 

What you have
  • CFP® designation required
  • Active and valid FINRA Series 7 license required (may be obtained within the first 120 days condition of employment)
  • Active and valid FINRA Series 63/65 or 66 license required (may be obtained with 120 days condition of employment)
  • Minimum 3+ years’ experience with creating and presenting complex/comprehensive financial plans
  • In-depth knowledge and demonstrated sales skills to close and sell financial planning services
  • Proven ability to manage multiple tasks and financial plans to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.
  • Extensive knowledge and mastery of moving clients through complete and complex financial planning cycle
  • Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.
  • Excellent communication skills and ability to effectively communicate complex topics to clients. 
  • Strong client services skills and ability to anticipate and resolve problems on own initiative.

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

  • Financial Planner- Schwab Wealth Advisory

    Found in: beBee S US - 3 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity This Financial Planner position is a specialist supporting broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs,...

  • Senior Regional Manager, Schwab Wealth Advisory

    Found in: beBee S US - 2 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...

  • Senior Regional Manager, Schwab Wealth Advisory

    2 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...

  • Financial Consultant, Schwab Financial Solutions Branch

    Found in: Lensa US 11 C2 - 1 day ago

    Phoenix, United States Charles Schwab Full time

    Your opportunity The Specialized Relationships Group (SRG) is part of the Investor Services Branch Network organization and is primarily responsible for serving clients across various client segments and through both dedicated and team-based relationship models. The Schwab Financial Solutions Branch, within SRG, is a high-scale relationship model responsible...

  • Financial Consultant, Schwab Financial Solutions Branch

    Found in: Jooble US O C2 - 16 hours ago

    Phoenix, AZ, United States Charles Schwab Full time

    Your opportunity The Specialized Relationships Group (SRG) is part of the Investor Services Branch Network organization and is primarily responsible for serving clients across various client segments and through both dedicated and team-based relationship models. The Schwab Financial Solutions Branch, within SRG, is a high-scale relationship model...

  • Wealth Management Assistant

    19 hours ago

    Phoenix, United States Asset Preservation Wealth & Tax Full time

    _**If you are interested in joining a fast-paced and exciting company with HUGE growth potential, we are the place for you!!**_ - Wealth Management Assistant/ Transaction Coordinator _ **Responsibilities**: - First and Foremost, MUST be a team player. - **This NOT a Remote Position**. Must be available to work at one of our locations - Assist Financial...

  • Relationship Manager

    Found in: beBee S US - 3 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity Charles Schwab has been a leader in financial services for over four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client's goals with passion and integrity, we're committed to providing an environment that respects and appreciates the...

  • Financial Consultant, Schwab Financial Solutions Branch

    6 hours ago

    Phoenix, United States The Charles Schwab Corporation Full time

    The Specialized Relationships Group (SRG) is part of the Investor Services Branch Network organization and is primarily responsible for serving clients across various client segments and through both dedicated and team-based relationship models. The Financial Consultant, Financial, Solutions, Solution, Consultant, Financial Planning

  • Advice Consultant

    Found in: beBee S US - 3 weeks ago

    Phoenix, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity The Advice Consultant will work with new and existing retirement plan services participants to provide them with the appropriate guidance to assist them in meeting their retirement goals. Candidate must be able to explain in detail the pros and cons of various financial strategies, investment vehicles, including...

  • Senior Specialist, Trading

    14 hours ago

    Phoenix, United States Charles Schwab Full time

    Your opportunity 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. Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. CSIM delivers a wide variety...

  • Senior Specialist, Trading

    Found in: Lensa US 11 C2 - 17 hours ago

    Phoenix, United States Charles Schwab Full time

    Your opportunity 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. Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. CSIM delivers a wide variety...

  • Senior Client Service Associate

    2 weeks ago

    Phoenix, United States Priority Financial Group Full time

    Job DescriptionJob DescriptionPlease apply only if you have investment industry experienceThe Senior Client Service Associate works on the Advisor Support team providing support and assistance to financial advisors. This job is a mixture of client service and operations, and involves working with internal team members, a select group of financial advisors...

  • Voya Phoenix Financial Advisor

    3 weeks ago

    Phoenix, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Phoenix area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...

  • PEPI: Senior Director, CFO Services--Financial Reporting Advisory

    Found in: beBee jobs US - 2 weeks ago

    Phoenix, Arizona, United States Alvarez and Marsal Full time

    Description PEPI - CFO Services Senior Director (Financial Reporting Advisory)OVERVIEW:A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency by providing accounting and financial reporting advice to clients on a wide...

  • Family Wealth Advisor CFP

    2 weeks ago

    Phoenix, United States CareerBuilder Full time

    Family Wealth Advisor CFP | Phoenix, Arizona Reference Number: HRJ7250 Location: Phoenix, Arizona Judson Group has been retained by a highly respected Phoenix firm that is known for their UHNW focus and high-end client service to add a Family Wealth Advisor to their team. The ideal candidate has extensive experience working directly with UHNW clients with a...

  • Wealth Advisor

    2 weeks ago

    Phoenix, United States The Judson Group Full time

    Reference Number: HRJ7502 Location: Phoenix, Arizona Judson Group has partnered with a $8B+ AUM RIA with a national presence in the search for a Wealth Advisor . This individual will be taking over existing client referral channels, helping grow the firm, and will have a long-term leadership/opportunity. The ideal candidate will have experience handling...

  • Accountant

    5 days ago

    Phoenix, United States Innovative CPA Solutions Full time

    Job DescriptionJob DescriptionThe accounting and advisory department of our innovative and fast-growing online accounting firm is seeking a remote Accountant to join our virtual team. We are looking for an individual with a robust technical skillset, someone who thrives in a collaborative setting, and is dedicated to achieving exceptional results. You will...

  • Accountant

    2 weeks ago

    Phoenix, United States Innovative CPA Solutions Full time

    Job DescriptionJob DescriptionThe accounting and advisory department of our innovative and fast-growing online accounting firm is seeking a remote Accountant to join our virtual team. We are looking for an individual with a robust technical skillset, someone who thrives in a collaborative setting, and is dedicated to achieving exceptional results. You will...

  • Financial Professional

    2 weeks ago

    Phoenix, United States Chris McCoy - State Farm Agency Full time

    Job DescriptionJob DescriptionAre you a leader who has the following traits? • Competitive • Entrepreneurial • Coachable • Communicative • Self-disciplined • Authentic If yes, consider a career at Chris McCoy State Farm to drive positive impact in the lives of families every day. Backed by a Fortune 50 company that is a leader in the financial...

  • Wealth Management Compliance Officer

    1 week ago

    Phoenix, United States CareerBuilder Full time

    First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and detail-oriented Wealth Management Compliance Officer to join our team at First International Bank and Trust. This role is crucial to ensuring that our company...