Join Charles Schwab as an Advice Consultant to guide retirement plan participants in achieving their financial goals. Utilize your expertise in financial strategies and Schwab's services to offer comprehensive support while thriving in a culture that values diversity and employee development.
Key Responsibilities
Provide guidance to retirement plan services participants
Explain various financial strategies and investment vehicles
Position Schwab as a full service provider
Record metrics and ensure compliance
Conduct client meetings and uncover financial needs
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
Experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role
Utilization of Salesforce to work lead flow and notate client interactions
High proficiency in consultative communication and active listening skills
Excellent time management skills
Preferred Qualifications
5+ years of successful experience in Qualified Retirement Plans
Bi-lingual Spanish/English communicator
Additional professional designation from the college for financial planning required within one year of joining the team
Strong presenting skills on the phone and in person
Passionate about championing client goals
Track record as a high performer meeting performance goals
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance