Join Charles Schwab as an Advice Consultant to empower clients in achieving their retirement goals. Utilize your financial expertise to guide participants through investment strategies while being part of a supportive and innovative environment focused on employee development.
Key Responsibilities
Work with new and existing retirement plan services participants
Provide guidance to assist clients in meeting their retirement goals
Explain pros and cons of various financial strategies and investment vehicles
Position Schwab as a full service provider of financial services
Attention to detail in recording metrics, compliance, and filing reports
Required Qualifications
Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans
Series 7 & 66 licenses required
Additional professional designation from the college for financial planning required within one year of joining the team
High proficiency in consultative communication and active listening skills
Excellent time management skills
Preferred Qualifications
5+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role
Bi-lingual Spanish/English communicator
Experience delivering holistic financial planning
Utilization of Salesforce to work lead flow and notate client interactions
Strong presenting skills on the phone and in person
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance