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Financial Consultant Financial Services

Wealth Advisory Service Specialist — Elevate Client Outcomes

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Phoenix is seeking a Sr. Specialist, Service Associate, to join their Centralized Service & Operations group. The role focuses on delivering exceptional service to Wealth Advisory clients, requiring an undergraduate degree and active FINRA licenses (Series 7 and 66). Ideal candidates will have over 2 years of experience in the financial sector, excellent communication skills, and the ability to work well with clients.

The position offers a competitive benefits package and emphasizes professional development.
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