Join Charles Schwab as a Senior Advice Consultant and play a crucial role in guiding clients towards their retirement goals. Leverage your expertise in financial strategies and investment vehicles to provide tailored advice while enjoying a supportive and purpose-driven work culture.
Key Responsibilities
Provide guidance to Workplace Financial Services participants to assist with retirement goals
Explain pros and cons of various financial strategies and investment vehicles
Position Schwab as a full-service provider for participants' needs outside of company-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 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 connecting clients to appropriate Schwab solutions
Understanding of Salesforce to work lead flow and document client interactions
High proficiency in consultative communication and active listening
Strong presenting skills on the phone and in person
Passionate about championing client goals and helping others succeed
Excellent time management skills
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance