Financial Planning Advisor

3 weeks ago


Paradise Valley, Arizona, United States Charles Schwab Full time
Unlock Your Potential in Financial Planning and Advice

At Charles 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.

What You'll Do
  • Study and pass FINRA SIE, Series 7 and 66 licenses
  • Learn from our numerous mentors, coaches, and leaders that aim to develop you and your career
  • Develop consultative skills through a needs-based process to provide helpful and relevant solutions to clients
  • Create business development opportunities through outbound or inbound calls, in-branch client events, and by identifying and championing client goals
  • Take inbound service/trading interactions (phone, chat, email), serving clients with passion and integrity
  • Develop the unique skill of providing world-class service to clients while building market expertise in preparation for building individual client relationships
  • Complete classroom, self-study, and web-based learning and development programs
What You'll Get
  • Comprehensive training program that includes a mix of instructor-taught, web-based, and on-the-job learning
  • Promotion into a role in wealth management, as part of the SWA Service Team upon your successful completion of our Academy
  • Competitive benefits package that takes care of the whole you – both today and in the future
What We're Looking For
  • Career aspirations to work in a financial planning & advice capacity
  • Drive to perform in a face-to-face or virtual sales environment
  • Commitment to see things through the clients' eyes
  • Ability to build relationships with clients and explain complicated subjects
  • Ability to adapt and implement changes as market and business conditions evolve

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

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