About this role
Wealth Advisor, Schwab Wealth Advisory at Your Opportunity. Location: Phoenix, Arizona, United States. Role: managing relationships, providing planning, delivering advice Requirements: Bachelor's degree and active FINRA Series 7 and Series 66 (or equivalent). Client-focused financial planning skills, strong time management, coachability, and ability to translate complex concepts; CFP®/CFA® preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English