Advice Consultant - Workplace Advice Team Job at Charles Schwab, Richfield, OH

Nkg3enMvQ1U0dU13T3JwOENjbUFKb2JOSHc9PQ==
  • Charles Schwab
  • Richfield, OH

Job Description

Position Type: Regular

Your opportunity


At Schwab, you’re 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 client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through 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 have


To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

 

  • Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans
  • Prefer 5+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role
  • Series 7 & 66 licenses required and additional professional designation from the college for financial planning required within one year of joining the team
  • Preference for Bi-lingual Spanish/English communicator
  • Possess broad and extensive knowledge of all Schwab products and services.
  • Demonstrate a high level of efficiency, quality of conversation, and professional behaviors
  • Experience delivering holistic financial planning
  • Track 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 interactions
  • High proficiency in consultative communication and active listening skills to uncover financial needs
  • Strong presenting skills on the phone and in person
  • Passionate about our purpose to champion every client’s goals with passion and integrity to make a contribution and help others succeed
  • Excellent time management skills to prepare for and conduct client meetings
  • Demonstrates good judgment and knows how to utilize resources to accomplish tasks 
  • Required to stay in role for 18 month

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll 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 plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Job Tags

Full time,

Similar Jobs

Atlantic MEDsearch

Plastic Surgery Job Near Salem, OR Job at Atlantic MEDsearch

Seeking a full-time (experienced) Plastic Surgeon interested in Breast Reconstructive cases. Join a team of breast surgeons & advance...  .... Primary focus is on breast reconstruction with some cosmetic surgery procedures. Office also offers skin care services including LaRoche... 

Kensington Additive

Senior Additive Manufacturing Engineer Job at Kensington Additive

 ...Job Title: Senior Additive Manufacturing Engineer Location: Buffalo, NY (Onsite) Salary: Up to $200k A world-leading company that is dedicated to developing, testing, and implementing advanced manufacturing technologies for industry, is hiring a Senior Additive... 

Group 1 Automotive, Inc.

Automotive Technician/Mechanic - Ira Volvo Cars South Shore Job at Group 1 Automotive, Inc.

Overview: MARKET LEADING PAY, PLUS BONUSES Ira Volvo Cars South Shore is part of the fast growing Group 1 Automotive, a leader in automotive retail and service. We are growing and looking for Automotive Service Technicians/Mechanics to work with our Quality...

Short Staffed Inc.

Arborist Job at Short Staffed Inc.

 ...Job Description Job Description Arborist We are a local Tree Care company looking for a certified and experienced Arborist to join our team. This position reports directly to the Arborist Crew Leader and plays a key role in ensuring the health, safety, and... 

Yexgo

Data Entry Clerk Admin (Remote) Work From Home Job at Yexgo

This is your opportunity to start a lifelong career with unlimited opportunity. Discover the flexibility youve been searching for by taking a minute to finish our online application.Minimum requirements:QualificationsNo experience, Willing to trainAbility to work...