Join Charles Schwab as an Advice Consultant where you'll empower clients to meet their retirement goals. Utilize your financial expertise to deliver exceptional service and guidance while contributing to a purpose-driven culture.
Key Responsibilities
Provide guidance to retirement plan services participants
Explain financial strategies and investment vehicles
Record metrics, ensure compliance, and file reports in a timely manner
Required Qualifications
Bachelor's degree or equivalent experience with ERISA, pension/trust compliance
Series 7 & 66 licenses required
Demonstrated experience in Qualified Retirement Plans, Financial Planning, or Employee Benefits
Preferred Qualifications
5+ years in a Financial Services role
Bi-lingual Spanish/English communicator
Professional designation from the college for financial planning within one year
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid vacation and volunteering time28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance