Current jobs related to Advice Consultant, Retirement Plan Services - Phoenix - Charles Schwab
-
Retirement Plan Consultant
2 months ago
Phoenix, United States Pinnacle Plan Full timeJob DescriptionJob DescriptionPinnacle Plan Design is growing! We are looking for a Retirement Plan Consultant with experience working on both DB and DC plans to join our team! You'll find we offer a great work environment, challenging career development, and the chance to work with some of the best and brightest. We are all about our people. Take a look...
-
Retirement Service Consultant
1 month ago
Phoenix, United States Ascensus Full timeALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL) Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our...
-
Retirement Service Consultant
1 month ago
Phoenix, United States Ascensus Full timeALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL)Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal...
-
Advice Academy Professional
3 weeks ago
Phoenix, United States Charles Schwab Full timePosition Type: RegularYour opportunity Do you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...
-
Retirement Solutions Consultant
7 days ago
Phoenix, Arizona, United States Soteriare Full timeRetirement Solutions Consultant - Remote OpportunityRole Overview: This position is designed for individuals who are passionate about guiding clients through their retirement planning journey. As a Retirement Solutions Consultant, you will play a pivotal role in enhancing customer loyalty and ensuring that our retirement plan participants make informed...
-
Advice Academy Professional
4 weeks ago
Phoenix, United States Charles Schwab Full timePosition Type: Regular Your opportunity Do you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...
-
Advice Academy Professional
3 weeks ago
Phoenix, United States Charles Schwab Full timePosition Type: RegularYour opportunityDo you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...
-
Advice Academy Professional
3 months ago
PHOENIX, United States Charles Schwab Full timePosition Type: RegularYour opportunityDo you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...
-
Advice Academy Professional
3 months ago
PHOENIX, United States Charles Schwab Full timePosition Type: RegularYour opportunityDo you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...
-
Advice Academy Professional
4 weeks ago
Phoenix, United States Disability Solutions Full timePosition Type: RegularYour opportunityDo you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...
-
Advice Academy Professional
4 weeks ago
Phoenix, United States Charles Schwab Full timePosition Type: RegularYour opportunityDo you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...
-
Advice Academy Professional
4 weeks ago
PHOENIX, United States Charles Schwab Full timePosition Type: RegularYour opportunityDo you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...
-
Advice Academy Professional
3 months ago
Phoenix, AZ, United States Charles Schwab Full timePosition Type: RegularYour opportunityDo you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...
-
Financial Consultant
1 month ago
Phoenix, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Description:As a Financial Consultant, you will work closely with clients to understand their financial needs, goals, and aspirations. You will provide expert advice on investment strategies, retirement planning, risk management, and other financial matters to help clients make informed decisions. You will also be...
-
Advice Academy Professional
4 weeks ago
Phoenix, AZ, United States Charles Schwab Full timePosition Type: RegularYour opportunityDo you have an interest in Financial Planning? If so, the Schwab Advice Academy is the program for you! The Schwab Advice Academy is a 12 month rotational program that prepares you for a role in financial planning and advice within the Wealth and Advice Solutions organization. With a series of steps that include...
-
Retirement Solutions Advisor
7 days ago
Phoenix, Arizona, United States NFP Full timeAbout Us:NFP, a subsidiary of Aon, is recognized as a top workplace by Business Insurance and has received the prestigious 5-Star Diversity, Equity, and Inclusion (DEI) award from Insurance Business magazine. We pride ourselves on being a team of consultative advisors and problem solvers dedicated to assisting organizations and individuals worldwide in...
-
Intermediate Retirement Income Specialist
4 weeks ago
PHOENIX, United States USAA Full timeWhy USAA?Let’s do something that really matters.At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and...
-
Financial Planning Advisor
2 days ago
Phoenix, Arizona, United States Edelman Financial Engines Full timeOutbound Investment Advisor At Edelman Financial Engines, we are dedicated to empowering individuals to enhance their financial journeys. We recognize that financial assets are not just numbers; they embody the aspirations and hard work of our clients and their families. Our clients rely on us to provide guidance with empathy, integrity, and innovation. We...
-
Retirement Solutions Advisor
7 days ago
Phoenix, Arizona, United States Ascensus Full timePosition Overview: The Retirement Services Consultant plays a crucial role in delivering exceptional client support to our partners, intermediaries, and plan sponsors. This position requires a comprehensive understanding of retirement plans and Ascensus' offerings, aimed at assisting clients in effectively managing their retirement strategies. Key...
-
Outbound Financial Consultant
7 days ago
Phoenix, Arizona, United States Edelman Financial Engines Full timeOutbound Financial Consultant At Edelman Financial Engines, we are dedicated to empowering individuals to enhance their financial futures. We recognize that financial assets represent the culmination of years of effort and aspirations for our clients and their families. Our clients rely on us to navigate their financial journeys with empathy, integrity,...
![Charles Schwab](https://media.trabajo.org/img/noimg.jpg)
Advice Consultant, Retirement Plan Services
1 month ago
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 haveTo 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 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