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Advice Consultant, Retirement Plan Services

1 month ago

Phoenix, United States Charles Schwab Full time
Position Type: RegularYour 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 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