Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Financial Consultant Partner - Phoenix, AZ (National Branch) image - Rise Careers
Job details

Financial Consultant Partner - Phoenix, AZ (National Branch)

Position Type: Regular

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.  

As a Financial Consultant Partner (FCP) , you are in the heart of the action , acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management . If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor , this could be the role for you.  

 

What you have


 

Required Qualifications:   

 

  • A valid and active Series 7 license is required ( license may be obtained under a condition of employment through Branch Network Licensing Program )  
  • A valid and active Series 66 (63/65) license required ( license(s) may be obtained under a condition of employment )  

Preferred Qualifications:   

  • 3+ years of Financial Services Industry Experience  
  • Strong written and verbal communication skills  
  • Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize  
  • Ability to identify new relationship development  
  • Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)  
  • Ability to uncover and meet client needs and effectively manage client expectations  
  • Ability to build and maintain good cross-enterprise working relationships  
  • Capability to become a Notary  
  • Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool  
  • Openness to manage local events, as needed  

 

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.

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
Charles Schwab Glassdoor Company Review
4.1 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
Charles Schwab DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Charles Schwab
Charles Schwab CEO photo
Walt Bettinger II
Approve of CEO

Average salary estimate

$80000 / YEARLY (est.)
min
max
$70000K
$90000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Posted 11 days ago

Schwab seeks a seasoned Financial Consultant to deliver expert financial guidance and foster client relationships in Austin, TX.

Photo of the Rise User
Charles Schwab Hybrid US, Denton County, TX; Texas, Westlake, TX
Posted 10 days ago

Schwab seeks a Senior Team Manager to lead a client service team in their Stock Plan Services, enhancing client satisfaction and team development.

Photo of the Rise User
Posted 5 days ago

Join Kraken as the Head of Reporting & Technical Accounting to lead finance initiatives in a remote, mission-driven environment.

Photo of the Rise User
Pizza Hut Hybrid Plano, Texas, United States
Posted 13 days ago

Pizza Hut Equity is seeking an analytical Associate Finance Manager to lead financial operations and drive profitable growth for its company-owned restaurants.

Photo of the Rise User

Join GE Appliances as a Senior Pricing Analyst to drive pricing strategies for Air & Water products in a remote role.

Photo of the Rise User
Ocular Therapeutix Hybrid New Bedford, Massachusetts, United States
Posted 2 days ago

Join Ocular Therapeutix as a Senior Director of Corporate Finance, where your financial expertise will drive improvements and strategies within a pioneering biopharmaceutical firm.

Photo of the Rise User
Posted 10 days ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Customer-Centric
Social Impact Driven
Rapid Growth
Maternity Leave
Paternity Leave
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Paid Holidays
Paid Time-Off

Join Samsara as a Senior Financial Analyst, where you'll drive insights for key business decisions in a rapidly growing IoT-focused environment.

Photo of the Rise User
Gosh! Hybrid Columbus, OH
Posted 10 days ago

Join Gosh Enterprises as a Controller and lead financial operations for a dynamic and growing company with a portfolio of successful restaurant brands.

LKQ Corporation Hybrid 3102 Nashville, TN - Regional
Posted 12 days ago

LKQ Corporation is on the lookout for a Senior Manager of International Tax to oversee compliance and planning for their international operations.

Photo of the Rise User
Posted 7 days ago

Seeking a dynamic Finance Manager to lead an accounting team within a fast-growing retail company focused on scalability and profitability.

Join a dynamic finance team at Wilshire, contributing to financial planning and analysis to drive product profitability and strategic initiatives.

Photo of the Rise User
ENERTRAG SE Remote Friedrichstraße 152, 10117 Berlin, Germany
Posted yesterday

Join our mission at the forefront of renewable energy as a (Senior) Investment Manager, contributing to sustainable projects that shape the future.

Photo of the Rise User
Chewy Hybrid Plantation, Florida, United States
Posted 6 days ago

As a Senior Director of Finance at Chewy, you will play a vital role in driving financial strategy for the Consumables business, ensuring data-driven decision-making and performance tracking.

Photo of the Rise User
Posted 10 days ago

Become a critical financial partner at Quickbase as a Senior FP&A Analyst, driving strategic financial insights for product development.

Photo of the Rise User
Posted 9 days ago

Join SLC Management as an Associate Director in the Global Insurance Group to lead business management initiatives and enhance client solutions.

Our purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

449 jobs
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 23, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Cleveland just viewed Sales Associate (Sur La Table) at CSC Generation
Photo of the Rise User
Someone from OH, Columbus just viewed Resident Assistant (RA) at Datadog
Photo of the Rise User
Someone from OH, Cleveland just viewed Bellman and Doorman at Marriott International
Photo of the Rise User
Someone from OH, Cincinnati just viewed Finance Intern at Roche
Photo of the Rise User
Someone from OH, Cincinnati just viewed Personal Shopper - Sam's at Walmart
F
Someone from OH, Cincinnati just viewed CART - Captionist at Focus Interpreting
P
Someone from OH, Brecksville just viewed Verification Specialist at Planned Parenthood of Illinois
Photo of the Rise User
Someone from OH, Sheffield Lake just viewed Busser/Server Assistant at Chili's Grill and Bar
Photo of the Rise User
Someone from OH, Cincinnati just viewed Furniture Sales Representative at Furniture Fair
Photo of the Rise User
Someone from OH, Dayton just viewed Data Engineer | NDA at GT
Photo of the Rise User
Someone from OH, Dayton just viewed Data Engineer at Koddi
Photo of the Rise User
Someone from OH, Dayton just viewed Data Engineer at Launchpad Technologies
Photo of the Rise User
Someone from OH, Columbus just viewed Accounts Receivable Specialist at Brixio