Current jobs related to Retirement Services Specialist - Phoenix - Charles Schwab

  • Retirement Income Specialist

    6 days ago

    Phoenix, Arizona, United States USAA Full time

    About the OpportunityAt USAA, we're committed to facilitating the financial security of our members, and we're seeking a skilled Intermediate Retirement Income Specialist to join our team. As a key member of our team, you'll play a vital role in ensuring the financial well-being of our members by assessing their current retirement income needs, providing...

  • Retirement Income Specialist

    2 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs an Intermediate Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. You will assess members' current retirement income needs, provide advice, and make recommendations based on their individual circumstances.Key ResponsibilitiesReceive requests for advice from current and...

  • Retirement Income Specialist

    6 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs a Mid-level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. Your primary responsibility will be to assess members' current retirement income needs, provide expert advice, and make tailored recommendations to meet their individual goals.This is a challenging and...

  • Retirement Income Specialist

    6 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs an Intermediate Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. You will assess members' current retirement income needs, provide advice, and make recommendations based on their individual circumstances.Key ResponsibilitiesReceive requests for advice from current and...

  • Retirement Income Specialist

    6 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAt USAA, we're committed to facilitating the financial security of our members, and we're seeking a skilled Intermediate Retirement Income Specialist to join our team. As a key member of our team, you'll play a vital role in ensuring the financial well-being of our members by assessing their current retirement income needs, providing expert...

  • Retirement Income Specialist

    7 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleUSAA is seeking a skilled Retirement Income Specialist to join our team. As a key member of our financial services team, you will play a critical role in ensuring the financial security of our membership.Key ResponsibilitiesAssess member's current retirement income needs and provide personalized advice and recommendations.Develop and...

  • Retirement Income Specialist

    6 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs a Mid-level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. Your primary responsibility will be to assess members' current retirement income needs, provide expert advice, and make tailored recommendations to meet their individual goals.This is a challenging and...

  • Retirement Income Specialist

    6 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs a Mid-level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. Your primary responsibility will be to assess members' current retirement income needs, provide expert advice, and make tailored recommendations to meet their individual goals.This is a challenging and...

  • Retirement Income Specialist

    2 days ago

    Phoenix, Arizona, United States USAA Full time

    About USAAAt USAA, we're dedicated to facilitating the financial security of millions of U.S. military members and their families. Our mission is to provide exceptional service and support to those who have served our nation. We're committed to our core values of honesty, integrity, loyalty, and service, which guide everything we do.The OpportunityWe're...

  • Retirement Income Specialist

    1 week ago

    Phoenix, Arizona, United States USAA Full time

    About the OpportunityAs a Mid-Level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership by assessing members' current retirement income needs, providing expert advice, and making tailored recommendations based on individual needs.Key ResponsibilitiesReceive requests for advice from current...

  • Specialist, Retirement Services Operations

    2 months ago

    Phoenix, United States Charles Schwab 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 Retirement Services Operational Support Team is a department within Tier 2 of Client Services & Support (CS&S)....

  • Retirement Income Specialist

    7 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs a Mid-level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. Your primary responsibility will be to assess members' current retirement income needs, provide expert advice, and make tailored recommendations to meet their individual goals.Key ResponsibilitiesReceive and...

  • Retirement Income Specialist

    6 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs a Mid-level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. Your primary responsibility will be to assess members' current retirement income needs, provide expert advice, and make tailored recommendations to meet their individual goals.This is a challenging and...

  • Retirement Income Specialist

    6 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs a Mid-level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. Your primary responsibility will be to assess members' current retirement income needs, provide expert advice, and make tailored recommendations to meet their individual goals.This is a challenging and...

  • Retirement Income Specialist

    6 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs a Mid-level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. Your primary responsibility will be to assess members' current retirement income needs, provide expert advice, and make tailored recommendations to meet their individual goals.This is a challenging and...

  • Retirement Income Specialist

    6 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs a Mid-level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership. Your primary responsibility will be to assess members' current retirement income needs, provide expert advice, and make tailored recommendations to meet their individual goals.This is a challenging and...

  • Retirement Income Specialist

    2 weeks ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAs a Mid-Level Retirement Income Specialist at USAA, you will play a critical role in ensuring the financial security of our membership by assessing their current retirement income needs, providing expert advice, and making tailored recommendations based on their individual circumstances.Key ResponsibilitiesReceive and respond to requests for...

  • Retirement Income Specialist

    7 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAt USAA, we're committed to facilitating the financial security of our members, and we're seeking a skilled Intermediate Retirement Income Specialist to join our team. As a key member of our team, you'll play a vital role in ensuring the financial well-being of our members by assessing their current retirement income needs, providing expert...

  • Retirement Income Specialist

    7 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAt USAA, we're committed to facilitating the financial security of our members, and we're seeking a skilled Intermediate Retirement Income Specialist to join our team. As a key member of our team, you'll play a vital role in ensuring the financial well-being of our members by assessing their current retirement income needs, providing expert...

  • Retirement Income Specialist

    7 days ago

    Phoenix, Arizona, United States USAA Full time

    About the RoleAt USAA, we're committed to facilitating the financial security of our members, and we're seeking a skilled Intermediate Retirement Income Specialist to join our team. As a key member of our team, you'll play a vital role in ensuring the financial well-being of our members by assessing their current retirement income needs, providing expert...

Retirement Services Specialist

3 months ago

Phoenix, United States Charles Schwab Full time

**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.

**What you have**:
A focus on service is a foundational part of our brand. We seek individuals to elevate our standard of service through improving how we conduct business to create greater value to our clients and Registered Investment advisors (RIAs). This approach is critical in an operations role as we support retail clients and RIAs via digital and phone channels.
- Educating - Engage our business partners and clients to educate them on the best practices and solutions that fit their needs.
- Curiosity - Continuously seek to understand our business and you can provide the best service to our clients and business partners, become a valuable team member, develop on a professional level, and support the community in which we operate.
- Resiliency - Being an industry leader means being able to adapt to changes and being flexible in your role. Maintaining our status as a disruptor is dependent on our ability to respond to changes in our business.
- Professional Growth - You own your career at Schwab. Growth is dependent on delivering efficient results with high quality, positively impacting our clients, business partners and teammates and demonstrating a growth mindset.
- Collaborating - Building and maintaining relationships are a key to success at Schwab. We are a team-based firm that values inclusion.
- Critical Thinking - Consistently analyzing, interpreting, and evaluating client and advisor verbal and written requests and determining the correct course of action is a constant in our business.

Preferred Qualifications:

- Minimum of 3 years Retirement experience, preferred.
- Passion for service with strong interpersonal skills and the desire to help people.
- Desire to complement and contribute to a strong culture.
- Strong written and verbal communication skills.
- Ability to analyze client and advisor requests and resolve according to set procedures.
- Ability to operate effectively in a hybrid (processing and hotlines) environment.
- Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
- Well-developed organizational, time management, prioritization, and analytical skills
- Experience working in fast paced service centric environment.
- Desire to pursue industry licensing such as the Series 7/63

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