Join Charles Schwab as an Advice Consultant, where you will empower clients to achieve their retirement goals through expert financial guidance. Be a part of a culture that values diversity and innovation in the finance industry.
Key Responsibilities
Provide guidance to new and existing retirement plan services participants
Explain financial strategies and investment vehicles
Position Schwab as a full service provider of financial services
Maintain attention to detail in administrative tasks including compliance and reporting
Required Qualifications
Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA
5+ years of successful experience in Qualified Retirement Plans, Financial Planning, or Employee Benefits
Series 7 & 66 licenses required
Additional professional designation from the college for financial planning required within one year of joining
Preferred Qualifications
Bi-lingual Spanish/English communicator
Broad and extensive knowledge of all Schwab products and services
Experience delivering holistic financial planning
Utilization of Salesforce to work lead flow and notate client interactions
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