Financial Planning Advisor

3 days ago


Phoenix, Arizona, United States Charles Schwab Full time
Join the Schwab Advice Academy

Are you passionate about financial planning and advice? Do you want to build a career in a dynamic industry? The Schwab Advice Academy is a 12-month rotational program designed to prepare you for a role in financial planning and advice within the Wealth and Advice Solutions organization.

As a participant in our Academy, you will study for and pass the required securities license exams, receive training to deliver outstanding service, and complete rotations within 4 unique Wealth & Advice Solutions businesses. You will gain product and industry knowledge, develop consultative skills, and build relationships with clients.

Throughout the Academy, you will:

  • Develop a comprehensive understanding of financial planning and advice
  • Gain hands-on experience in a rotational program
  • Build a network of mentors, coaches, and leaders
  • Develop consultative skills to provide helpful and relevant solutions to clients
  • Take inbound service/trading interactions, serving clients with passion and integrity

Upon graduation from the Academy, you will move into a role within our Schwab Wealth Advisory (SWA) Centralized Service Team, where you will be an ambassador of Schwab, helping to educate and solve problems for our clients.

What We Offer

At Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you will get the tools you need to make a positive difference in the finance industry.

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

By joining the Schwab Advice Academy, you will be part of a collaborative and supportive environment, where you will be rewarded with the trust and rapport you establish with our clients.



  • Phoenix, Arizona, United States Dynamic Advisor Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Dynamic Advisor Solutions in Phoenix, AZ.The successful candidate will be responsible for providing personalized financial planning services, retirement planning, and financial advice to clients. This will involve analyzing financial data, creating financial plans, and...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Job Summary:Strategy Financial Group is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients. Key Responsibilities: Prepare and present customized financial plans to clients Assist clients with...


  • Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Financial Planning SpecialistThe Financial Planning Specialist is a key member of our team at Desert Financial Credit Union, responsible for providing exceptional support to our financial advisors. This role involves collaborating with advisors to gather client information, conducting research, and creating comprehensive financial plans that meet client...


  • Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Job SummaryThe Paraplanner is a key member of our team, responsible for providing educational and consultative financial planning strategies to financial advisors. This role involves collaborating with advisors, gathering client information, and conducting research to create, analyze, and recommend financial plans.Key ResponsibilitiesCollaborate with...


  • Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Financial Planning SpecialistAt Desert Financial Credit Union, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will play a critical role in providing exceptional support to our financial advisors and clients.Key Responsibilities:Collaborate with financial advisors to gather...


  • Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Financial Planning SpecialistAt Desert Financial Credit Union, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will play a critical role in providing exceptional financial planning services to our clients.Key Responsibilities:Collaborate with financial advisors to gather...

  • Financial Advisor

    4 days ago


    Phoenix, Arizona, United States Edelman Financial Engines Full time

    Job Title: Financial Advisor - OutboundAt Edelman Financial Engines, we're committed to helping individuals achieve their financial goals. As a Financial Advisor - Outbound, you'll play a critical role in building strong relationships with clients and providing personalized financial planning and investment advice.Key Responsibilities:Engage clients through...

  • Financial Planner

    4 days ago


    Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor OpportunityAdvisor Employee Services, a consulting firm located in Lenexa, Kansas, is seeking a skilled Financial Advisor to join our team. As a top 1% financial advisor in all 50 states, we represent the best interests of our clients and provide exceptional service.Key Responsibilities:Prepare and implement customized financial plans for...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present customized...

  • Financial Advisor

    6 hours ago


    Phoenix, Arizona, United States Alerus Financial Full time

    Job Summary:We are seeking a highly skilled Financial Advisor to join our team at Alerus Financial. As a Financial Advisor, you will be responsible for providing comprehensive financial advice to high net worth clients, enhancing existing relationships, and developing new business opportunities.Key Responsibilities:Manage a portfolio of high net worth...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a key member of our team, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor Job OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...

  • Financial Advisor

    4 weeks ago


    Phoenix, Arizona, United States FusionWorks Full time

    A Meaningful Career in Financial ServicesFusionWorks is seeking a talented Junior Financial Advisor to join our team in Bonn. As a key member of our financial services team, you will play a crucial role in helping individuals make informed decisions about their financial futures.Your Key Responsibilities:Develop and implement personalized financial plans for...


  • Phoenix, Arizona, United States gpac Full time

    Job Title: Financial AdvisorWe are seeking a dedicated Financial Advisor to join our team at GPAC, a leading search firm specializing in placing quality professionals within multiple industries across the United States since 1990.Responsibilities:Provide comprehensive financial planning and investment advice to clients.Develop and implement tailored...


  • Phoenix, Arizona, United States Cetera Financial Group Full time

    Retirement Plan Sales ConsultantCetera Financial Group is seeking an experienced Retirement Plan Sales Consultant to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with financial advisors and partners in your territory.Key Responsibilities:Develop and execute sales strategies to meet or...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor RoleStrategy Financial Group in Phoenix, AZ is seeking a skilled Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present customized financial plans to...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor RoleStrategy Financial Group in Phoenix, AZ is seeking a highly motivated and customer-focused Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor OpportunityStrategy Financial Group in Phoenix, AZ is seeking a highly motivated and customer-focused Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to meet one-on-one with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare...


  • Phoenix, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Advisors, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop and maintain relationships with clients to...


  • Phoenix, Arizona, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at BOK Financial Corporation Group. As a Financial Advisor, you will be responsible for providing exceptional customer service by guiding clients towards their short and long-term financial goals through holistic financial planning and financial advice.Key ResponsibilitiesMeet with...