Top 62 Investment consultant Jobs in Phoenix Az

Advice Consultant - Workplace Branch
Charles Schwab —Phoenix, AZ
- $74,300 - $125,400 a year
- Mid-level
- Office
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
4d
Associate Service Consultant (AIts Trading)
LPL Financial Corp —Tempe, AZ
- $21.10 - $35.16 an hour
- Full-time
- Mid-level
- Bachelor's degree
- Continuous improvement
- Health insurance
- Paid time off
Quick Apply
4d
Fiduciary Advisor - National Expansion - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Phoenix, AZ
- $100,000 - $300,000 a year
- Full-time
- Remote
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Field Tech Solutions and Support Consultant
Northwestern Mutual —Phoenix, AZ
- $70,320 - $121,320 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Flexible schedule
5d
Financial Advisor - Scottsdale, AZ
North Star Resource group —Scottsdale, AZ
- $40,000 - $120,000 a year
- Full-time
- Sales
- Office
- US work authorization
Quick Apply
Financial Consultant
WealthBridge Financial Group —Glendale, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Advisor Support Consultant
Cambridge Investment Research —Phoenix, AZ
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Financial Advisor - Arizona (Career Changer / New to Industry)
WealthBridge Financial Group —Scottsdale, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Scottsdale, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Career-Transition Partnership - For Financial Advisors Approaching Retirement
WealthBridge Financial Group —Scottsdale, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Investment Executive (Financial Advisor) Greater Phoenix, AZ
Fifth Third Bank —Phoenix, AZ
- Full-time
- Office
- Travel
- Mentoring
9d
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Peoria, AZ
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Underwriting Consultant
Pacific Life Insurance Company —Phoenix, AZ
- $103,140 - $126,060 a year
- Full-time
- Remote
- 7 years
- Bachelor of Science
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Trading Support Consultant
Cambridge Investment Research —Phoenix, AZ
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Investment Consultant II - Merrill Premium
Bank of America —Chandler, AZ
- Full-time
- Background check
- Writing skills
- Research
Senior Wealth Strategy Consultant
Curvion Blue —Phoenix, AZ
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Actuarial Health Care Consultant
CBIZ —Scottsdale, AZ
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
Portfolio Advisor
Northern Trust Corp. —Phoenix, AZ
- Full-time
- 8 years
- Accounting
- US work authorization
Consultant
Cornerstone Advisors of Arizona, LLC —Scottsdale, AZ
- Full-time
- Mid-level
- Master's degree
- SQL
Quick Apply
Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)
Alvarez & Marsal —Phoenix, AZ
- $100,000 - $170,000 a year
- Full-time
- Mid-level
- SQL
- Communication skills
- AD&D insurance
- 401(k)

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Advice Consultant - Workplace Branch

Charles Schwab -
Phoenix, AZ

Apply Now

Job Details

$74,300 - $125,400 a year
4 days ago

Benefits

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

Qualifications

Series 7

Full Job Description

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.

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 location.

Schwab’s Workplace Branch organization is at the heart of our firm’s commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you’ll introduce plan participants to the breadth of Schwab’s Retail and Workplace offerings through a planning-led approach.

As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services (“SPS”) and Schwab Retirement Plan Services (“RPS”) corporate relationship(s) on a team-basis. Acting as the “face of Schwab” for corporate clients, you and your team will support participants as it relates to vectoring the needs of participants across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions and providing point-in-time guidance. While providing high-touch service through relationship building, you will be supported by a team of dedicated professionals who can help in servicing in-depth, complex financial needs your clients may encounter.

If you are a self-starter with your securities license, are comfortable with a fast-paced and changing environment and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

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

Preferred Qualifications:

Bachelor’s degree or equivalent work experience preferred.
Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients.
Experience, comfort, and confidence presenting 1:1 or virtually.
A basic understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
A solid understanding of corporate sponsor and consultant relationships.

In addition to the salary range, this role is 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.

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

Apply Now

Refine Your Search

investment consultant jobs in phoenix az

Advice Consultant - Workplace Branch

Associate Service Consultant (AIts Trading)

Fiduciary Advisor - National Expansion - 100K Base + Uncapped Performance-Based Upside

Field Tech Solutions and Support Consultant

Financial Advisor - Scottsdale, AZ

Financial Consultant

Advisor Support Consultant

Financial Advisor - Arizona (Career Changer / New to Industry)

Career-Transition Partnership - For Advisors Approaching Reduced Production

Career-Transition Partnership - For Financial Advisors Approaching Retirement

Investment Executive (Financial Advisor) Greater Phoenix, AZ

Experienced Financial Advisor - Independent Platform, Full Book Portability

Underwriting Consultant

Trading Support Consultant

Investment Consultant II - Merrill Premium

Senior Wealth Strategy Consultant

Actuarial Health Care Consultant

Portfolio Advisor

Consultant

Digital Finance Transformation – ERP Modernization: Senior Associate – Private Equity Performance Improvement (OPEN TO ALL US LOCATIONS)

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