Advice Consultant - Workplace Advice Team

Position Type: RegularYour opportunityAt Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every clients goals with passion and integrity, were committed toproviding an environment that respectsandappreciatesthe diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients eyes,is thatSchwabcontinuously improves onbeing a premier financial service providerthrough best in class service, technology, products, people and advice.The Advice Consultant will work with new and existing retirement plan services participants to provide them with the appropriate guidance to assist them in meeting their retirement goals. Candidate must be able to explain in detail the pros and cons of various financial strategies, investment vehicles, including portfolio/asset allocation. Consultant will also need to position Schwab as a full service provider of financial services to participants for their needs outside of their company sponsored retirement plan. The position requires attention to detail to include administrative areas such as recording metrics, compliance, and timely filing of reports.What you haveTo ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.Bachelors degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plansPrefer 5+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services roleSeries 7 & 66 licenses required and additional professional designation from the college for financial planning required within one year of joining the teamPreference for Bi-lingual Spanish/English communicatorPossess broad and extensive knowledge of all Schwab products and services.Demonstrate a high level of efficiency, quality of conversation, and professional behaviorsExperience delivering holistic financial planningTrack record as a high performer meeting performance goals and able to connect clients to other financial solutions Utilization of Salesforce to work lead flow and notate client interactionsHigh proficiency in consultative communication and active listening skills to uncover financial needsStrong presenting skills on the phone and in personPassionate about our purpose to champion every clients goals with passion and integrity to make a contribution and help others succeedExcellent time management skills to prepare for and conduct client meetings Demonstrates good judgment and knows how to utilize resources to accomplish tasksRequired to stay in role for 18 monthIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.Whats in it for youAt Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you - both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurancePDN-9f29e7a5-a762-4fde-bc93-2ea20024d65d

Created: 2025-06-20