Advice Consultant, Retirement Plan Services

13 hours ago

Richfield MN United States CFA Institute Full time
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.
The Advice Consultant, Senior Specialist, 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. You must be able to explain the pros and cons of various financial strategies, investment vehicles, including portfolio/asset allocation. You 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. You will be require attention to detail in administrative areas such as recording metrics, compliance, and the 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.
Required Qualifications
  • Bachelor's degree or equivalent experience demonstrating a basic understanding of Employee Retirement Income Security Act of 1974 (ERISA), pension/trust compliance, Defined-Contribution (DC) and Defined-Benefit (DB) plans
  • Series 7 & 66 licenses
  • Accredtied Asset Manager Specialist (AAMS) professional designation from the college for financial planning within one year of joining the team
  • Demonstrated ability to influence without using authority
  • Open to new ideas in order to support the continuous evolution of the Participant Services Advice team and the Schwab organization as a whole
  • Flexibility and the ability to shift gears and embrace new ideas and team needs are critical to success
  • High achievement orientation measuring success through quantitative results
  • Articulate communicator with good listening skill
  • Presents well on the phone and in meetings
  • Sociable, outgoing, and engaging
  • Passion about our purpose to champion every client's goals with integrity to make a contribution and help others succeed
  • Excellent time management skills in completing advice consultations, meeting preparation and wrap-up within the allotted and appropriate timeframe
  • Able to collaborate and work effectively with other functions within Schwab to meet Plan Sponsor and Participant need
  • Active learner and able to quickly establish personal credibility
  • Demonstrates good judgment and knows when to utilize resources to accomplish tasks

Preferred Qualifications
  • 3+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role
  • Bi-lingual Spanish/English communicator

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 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 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
#J-18808-Ljbffr

  • Retirement Plan Consultant

    2 days ago

    Chicago, IL, United States Ascensus Full time

    Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in...

  • Vice President, Retirement Plan Services

    2 days ago

    Tampa, FL, United States USI Insurance Services Full time

    General Description: Consult with USI employee benefit and property & casualty clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform. Responsible for overall relationship management with a focus on client satisfaction and retention. Consult with clients on plan design, provider capabilities, fees, compliance, and...

  • Retirement Plan Consultant

    2 days ago

    Miami, FL, United States Corebridge Financial, Inc. Full time

    Retirement Plan Consultant - Miami, FL Who we are Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad...

  • Retirement Plan Consultant

    15 hours ago

    Boca Raton, FL, United States Corebridge Financial, Inc. Full time

    Retirement Plan Consultant - Miami, FL Who we are Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad...

  • Client Service Specialist

    4 weeks ago

    Norfolk, NE, United States Retirement Plan Consultants LLC Full time

    About Retirement Plan ConsultantsRetirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in...

  • Client Service Specialist

    3 weeks ago

    Norfolk, NE, United States Retirement Plan Consultants LLC Full time

    About Retirement Plan ConsultantsRetirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in...

  • Regional Retirement Consultant

    2 days ago

    Atlanta, GA, United States Invesco Real Estate Full time

    Regional Retirement Consultant As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're...

  • Hyperion Planning Consultant

    4 weeks ago

    Huntington Park, CA, United States STAND 8 Technology Services Full time

    STAND 8 provides end to end IT solutions to enterprise partners across the United States and with offices in LA, Atlanta, New York, Raleigh, and more We seeking a Hyperion Planning Consultant. The successful candidate will assist business clients, both international and domestic, with problem analysis, resolution, and general support for a variety of...

  • Business planning consultant

    4 weeks ago

    Grand Rapids, MI, United States International Dairy Queen, Inc. Full time

    Since 1940, Dairy Queen has been one of the world’s best known and loved brands.Based in Minneapolis, MN, International Dairy Queen Inc., (IDQ), is the parent company of American Dairy Queen Corporation.As a leading franchisor, there are more than 7,000 independently owned and operated restaurants in the U.We have an exciting opportunity for a Franchise...

  • Retirement Specialist

    4 weeks ago

    Fresno, CA, United States AppleOne Employment Services Full time

    401k Specialist/Retirement Account Manager ABOUT THE JOB: We are seeking experienced candidates to apply for a role as 401k Specialist/Account Manager for a local Fresno Wealth management company. Responsibilities include consulting with clients to achieve their desired retirement plan goals, compliance testing, calculating contribution allocations,...

  • Retirement Plan Services Associate

    4 weeks ago

    Southfield, MI, United States Revolution Technologies Full time

    Contract to hire (there is strong potential for full-time conversion depending on attendance and performance)Job Title: Retirement Plan Services AssociatePay: $22.50 per hour, full-time hours, health benefitsMust pass the an alpha-numeric data entry assessment8 Weeks of Training on-site and hybrid schedule of 3 days WFH 2 days on-site after training RJ will...

  • Retirement Plan Consultant

    2 days ago

    Salt Lake City, UT, United States Corebridge Financial, Inc. Full time

    Retirement Plan Consultant - Salt Lake City, UT Who we are Corebridge helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad...

  • Financial Planning Consultant

    2 days ago

    Corona, CA, United States PHP Financial Services Full time

    Description Take Control of Your Future as a Financial Planning Consultant with PHP Financial Services! Are you a self-motivated go-getter ready to build a career that gives you freedom , financial rewards , and the chance to truly make a difference ? PHP Financial Services is looking for driven individuals just like you to join our growing team as...

  • Director, Retirement Plans Administration

    2 weeks ago

    Allentown, PA, United States St. Luke's University Health Network Full time

    St. Luke's is proud of the skills, experience and compassion of its employees. The employees of St. Luke's are our most valuable asset! Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other...

  • Director, Retirement Plans Administration

    4 weeks ago

    Allentown, PA, United States St. Luke's University Health Network Full time

    St. Luke's is proud of the skills, experience and compassion of its employees. The employees of St. Luke's are our most valuable asset! Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other...

  • Principal, Planning&Consulting

    2 days ago

    Brookline, MA, United States Dana-Farber Cancer Institute Full time

    The Principal, Planning and Consulting supports Institute leadership's planning and decision-making regarding the company’s most critical business issues and strategic priorities. The Principal, Planning and Consulting independently, in partnership with, or as surrogate for, Director/Sr. Director, leads the process of facilitating Institute leadership...

  • Retirement Plan Administrator

    4 weeks ago

    Worthington, OH, United States The Pension Design Group Full time

    The Pension Design Group is a third-party administration firm performing Defined Contribution & Cash Balance services for small to mid-size employers. PDG is looking for a full-time retirement plan administrator to work with clients and Financial Advisors closely to service their retirement plan administration needs. The ideal candidate would have knowledge...

  • Senior Retirement Plan Administrator Honolulu, HI

    16 hours ago

    Honolulu, HI, United States Tbwa ChiatDay Inc Full time

    Strongpoint Partners is a fast-growing, tech-enabled financial services platform that provides third-party retirement administration (“TPA”), recordkeeping, and integrated payroll and HR technology solutions for small and medium businesses. Strongpoint’s suite of services prioritizes accuracy, compliance, and reduction of regulatory risk for its...

  • Retirement Plan Specialist

    4 weeks ago

    Fort Wayne, IN, United States SYM Financial Advisors Full time

    The CompanySYM Financial Advisors is searching for a responsible, highly motivated, coachable and detail-oriented candidate to serve our clients as part of a team. Since 1968, SYM Financial Advisors, a private, employee-owned, independent financial advisory firm, has remained dedicated to a client-centric philosophy of devoting the extra time, resources and...

  • Principal Performance Improvement Consultant

    15 hours ago

    , MN, United States Fairview Health Services Full time

    Overview Fairview Health Services is seeking a Principal Performance Improvement Consultant to join our team. We are looking for an experienced expert who excels in performance improvement. Position Details: Job Title: Principal Performance Improvement Consultant Type: Full-time (1.0 FTE, 80 hours per pay period) Schedule: Day shift, no weekends Work...