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Licensed Retirement Consultant

3 weeks ago

Austin, Texas, United States Charles Schwab Full time

Become a Licensed Retirement Consultant and Make a Difference

We are seeking a results-driven and customer-focused Licensed Customer Service Professional to join our Participant Services team. As a key member of our team, you will play a vital role in helping clients achieve their long-term financial goals through expert advice and guidance.

At Charles Schwab, we value the unique perspectives and experiences that each individual brings to our organization. Our comprehensive training program includes instructor-led classroom training, mentoring, and on-the-job learning to help you develop the skills and knowledge needed to excel in this role.

This is an excellent opportunity for individuals who are passionate about finance, have strong communication and problem-solving skills, and are eager to learn and grow with our organization. If you are looking for a challenging and rewarding career where you can make a meaningful impact, we encourage you to apply.

About the Role:

  • Provide expert advice to clients on retirement planning and investment management
  • Analyze client data to identify areas of improvement and provide personalized recommendations
  • Develop and maintain relationships with clients through regular communication and follow-up
  • Stay up-to-date on industry trends and product offerings to provide informed guidance to clients

About the Benefits:

  • A competitive salary range: $65,000 - $85,000 per year
  • A comprehensive benefits package, including 401(k) matching, paid time off, and tuition reimbursement
  • The opportunity to work in a dynamic and supportive environment that fosters personal and professional growth