Top 242 Financial consultant Jobs in Phoenix Az

Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Phoenix, AZ
- $100,000 - $145,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Senior Fixed Income Specialist
Charles Schwab —Phoenix, AZ
- $28.85 - $44.71 an hour
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
Financial Consultant (Financial Solutions Branch) - Phoenix, AZ
Charles Schwab —Phoenix, AZ
- $70,000 - $90,000 a year
- 5 years
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
5d
Financial Services Consultant
Mercedes Benz North Scottsdale —Phoenix, AZ
- $100,000 - $150,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Health insurance
- Dental insurance
2d
AVP, Financial Planning Experience
Osaic —Scottsdale, AZ
- $140,000 - $165,000 a year
- Full-time
- Hybrid work
- Office
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Senior Financial Advisor
Gallagher Benefit Services —Phoenix, AZ
- Full-time
- 5 years
- Office
- Bachelor's degree
- Paid parental leave
- Health savings account
Financial Consultant
WealthBridge Financial Group —Tempe, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Consultant - Chandler, AZ
Fidelity Investments —Chandler, AZ
- Full-time
- Mid-level
- Mentoring
- Experience equivalent to degree accepted
- Tuition reimbursement
10d
Senior Financial Planner - Phoenix, AZ
EP Wealth Advisors, LLC —Phoenix, AZ
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Research
- 3 years
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Wealth Strategist I - PNC Wealth Management
PNC Financial Services Group —Phoenix, AZ
- $63,750 - $127,500 a year
- Full-time
- Customer service
- Research
- Mid-level
- Wellness program
- Health savings account
Flexible Hours and Work Location
TFO Phoenix —Phoenix, AZ
- Email
- Mid-level
- Finance
- Analysis skills
- Health insurance
- Paid time off
Financial Planner
Modern Wealth Management —Mesa, AZ
- $70,000 - $110,000 a year
- Full-time
- Military
- Mid-level
- Office
Quick Apply
Head of Financial Planning
Modern Wealth Management —Mesa, AZ
- $130,000 - $150,000 a year
- Full-time
- Finance
- Bachelor's degree
- Mentoring
Quick Apply
Associate Family Office Fiduciary Advisor - 80-130K+ total compensation
Trajan Wealth —Scottsdale, AZ
- $80,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Relocation assistance
Quick Apply
4d
Financial Advisor
Global Credit Union —Glendale, AZ
- $60,000 - $80,000 a year
- 8 hour shift
- Mid-level
- 3 years
- Business development
- Health savings account
- Paid holidays
Wealth Strategist II
Edward Jones —Tempe, AZ
- $86,300 - $146,700 a year
- Full-time
- Hybrid work
- 7 years
- Research
- Mid-level
- Profit sharing
- Health savings account
Financial Planner
Confidential —Gilbert, AZ
- $80,000 - $95,000 a year
- Full-time
- Research
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
5d
Senior Associate, Capital Markets - AZ
Phoenix Energy One, LLC —Phoenix, AZ
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Paraplanner with eMoney Experience (Series 7 & Series 66 Required)
Pathlight Advisors —Scottsdale, AZ
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
Associate Director of Supervision
Northwestern Mutual —Phoenix, AZ
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply

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financial consultant jobs near phoenix az

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Phoenix, AZ

Apply Now

Job Details

$100,000 - $145,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer relationship building
Series 66
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Financial concepts
Financial goal setting advisory services
FINRA License
Experience practicing in the securities industry

Full Job Description

Phoenix, AZ

Requisition ID 2026-123283 Category Financial Planning Position type Regular Pay range USD $100,000.00 - $145,000.00 / Year Application deadline 2026-07-31

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What You Have

Required Qualifications

Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
Time Management: Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.
Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long‑term outcomes.
Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Self‑Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.

What you have

Additional Requirements

Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

Preferred Qualifications

CFP® or CFA®

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

financial consultant jobs in phoenix az

Wealth Advisor, Schwab Wealth Advisory

Senior Fixed Income Specialist

Financial Consultant (Financial Solutions Branch) - Phoenix, AZ

Financial Services Consultant

AVP, Financial Planning Experience

Senior Financial Advisor

Financial Consultant

Financial Consultant - Chandler, AZ

Senior Financial Planner - Phoenix, AZ

Wealth Strategist I - PNC Wealth Management

Flexible Hours and Work Location

Financial Planner

Head of Financial Planning

Associate Family Office Fiduciary Advisor - 80-130K+ total compensation

Financial Advisor

Wealth Strategist II

Financial Planner

Senior Associate, Capital Markets - AZ

Paraplanner with eMoney Experience (Series 7 & Series 66 Required)

Associate Director of Supervision

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What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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