Join Charles Schwab as a Senior Advice Consultant, where you'll guide clients towards their retirement goals, providing tailored financial strategies and exceptional service. Be part of a supportive culture that prioritizes personal and professional development.
Key Responsibilities
Provide guidance to Workplace Financial Services participants to assist them in meeting retirement goals
Explain the pros and cons of various financial strategies and investment vehicles
Position Schwab as a full-service provider of financial services
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 championing every client’s goals with 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, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance