Charles Schwab Schwab Branch and Acquisition Delivery Career Night – Phoenix, AZ in Phoenix, Arizona

Schwab Branch and Acquisition Delivery Career Night– Phoenix, AZ

Are you interested in learning more about Charles Schwab’s culture and what it’s like to work with our Acquisition Delivery or Branch Network Teams? Are you interested in learning more about the specific positions?

We invite you to submit your interest for our Service Career Networking Event at our Phoenix, location on Tuesday, May 23rd at 6:00 PM CST.

At this event, you will:

  • Learn firsthand from our local employees about the opportunities and rewards of being a Schwabbie.

  • Learn more about our acquisition delivery teams and how we work with our diverse client base.

  • Learn more about Charles Schwab’s inclusive culture.

  • Have your questions answered about training, career development and the recruitment process.

  • Enjoy meaningful networking time with the Schwab team.

  • Potential to interview on site

By applying to this specific posting, you are expressing your interest in attending our event. All resumes will be reviewed and evaluated based on the required qualifications of each service role. Personal invitations will be extended to those meeting the requirements. Invitations will include all event details.

The last day to express interest will be 05/19/2017

More information about our job opportunities:

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

VP Financial Consultant

As a Schwab Financial Consultant, you’ll need an entrepreneurial spirit and a passion for building a growing practice focused on client needs. If you are looking to build relationships with your clients by listening to their goals and providing objective advice and solutions that are clear, relevant, and actionable, you may be ready for a career worth owning.

Schwab Financial Consultants:

  • Are launched with a practice of existing Schwab clients that they build upon with the full backing, support, and extensive resources of Schwab.

  • Are compensated for the solutions and value they deliver to clients.

  • Partner with specialists across the company who help them achieve their personal and professional goals, which are always set high and client-focused.

What you’ll do:

The Financial Consultant position is part of our Branch Network, which is responsible for providing wealth management and financial planning advice to individuals and families. Managing wealth on behalf of our clients may include: retirement planning, education planning, investment management, and estate planning, as well as partnering with specialists to offer banking, insurance, and lending solutions. In this capacity, the Financial Consultant is responsible for providing an exceptional investor experience for clients with more than $250,000 in assets. Financial Consultants also focus on developing referrals as well as increasing net asset flow and offering advised solutions.

Associate Financial Consultant (AFC)

Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

To learn more about our client offerings visit: Charles Schwab - Investor Services at

What you’ll do:

Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Associate Financial Consultant will pursue this mission through:

  • Proactive outbound calls to existing Schwab clients, identifying opportunities through needs based analysis and positioning appropriate products and solutions. At times, partnering with subject matter experts, peers and managers.

  • Create initial relationship with walk-in clients and or prospects to understand investment goals and objectives and position various suitable offerings, based upon individual needs.

  • Identify and refer additional opportunities to Branch Financial Consultants.

  • Delivering unparalleled value and outstanding service.

We are looking for people with a passion for helping clients….

We value integrity, open communication, perseverance and relentless service to our clients. If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Associate Financial Consultant at Charles Schwab.

To learn more about the culture at Schwab, click here to meet our people at .

Investment Consultant - (IDT)

The purpose of Schwab Acquisition Delivery is to bring new clients to the firm and to deepen the relationship with existing clients. This team’s focus is to ensure that every client experiences the very best Schwab has to offer. The Acquisition Team focuses on retail prospects and client lead opportunities through outbound and inbound interactions with the goal of establishing a new client relationship.

To learn more about our client offerings visit: Charles Schwab - Investor Services at

What you’ll do:

The Investment Consultant proactively works with potential clients to address their financial needs and to help them achieve financial fitness. The consultant engages prospects in needs-based dialogue to gain a thorough understanding of their needs and to position the appropriate Schwab products and services. The consultant reaches out to prospects primarily through outbound calling but also communicates with clients via inbound calls, emails, faxes and hard copy correspondence.

The consultant balances multiple priorities and focuses on touching as many prospects as possible with the highest quality as possible. Consultants will follow up on lead opportunities created by internal partners, the Schwab website and outbound calling campaigns in order to convert prospects into clients, consolidate assets, open new accounts and increase client engagement by proposing appropriate products and services.

To learn more about the culture at Schwab, click here to meet our people at

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: AZ - Phoenix