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Advice Consultant- Sr, Specialist

Charles Schwab

Austin, TX
6 days ago

Job Description

Join Charles Schwab as a Senior Advice Consultant Specialist and empower clients to achieve their retirement goals. Leverage your expertise in financial strategies and client relationship management to drive success within a supportive and purpose-driven environment.

Key Responsibilities

  • Provide guidance to new and existing Workplace Financial Services participants to meet retirement goals
  • Explain the pros and cons of various financial strategies and investment vehicles
  • Position Schwab as a full-service provider for participants' needs outside of sponsored retirement plans
  • Record metrics, ensure compliance, document consultations, and track leads

Required Qualifications

  • A valid and active FINRA Series 7 license
  • A valid and active Series 66 (63/65) license (may be obtained within a condition of employment)

Preferred Qualifications

  • Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans
  • 3+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role
  • Professional designation from the college for financial planning required, CFP preferred
  • Track record as a high performer able to connect clients to appropriate Schwab solutions
  • Understanding of Salesforce to work lead flow and document client interactions
  • High proficiency in consultative communication and active listening to uncover financial needs
  • Strong presenting skills on the phone and in person
  • Passionate about our purpose to champion every client’s goals with passion and integrity
  • Excellent time management skills to prepare for and conduct client meetings

Benefits & Perks

401(k) with company match and Employee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance