Financial Services Expert

4 days ago


Richfield, Ohio, United States Charles Schwab Full time

**Job Summary:**

We are seeking a highly motivated and experienced Pension Plan Advisor to join our 401K Department. The successful candidate will provide guidance and solutions to participants of employer-sponsored retirement plans over the phone, building their knowledge and skills through ongoing training.

This is an exciting opportunity to join a dynamic team at Charles Schwab and make a meaningful contribution to the finance industry. As a Pension Plan Advisor, you will be responsible for consulting with participants to identify their needs and offering tailored solutions.

**Responsibilities:**

  • Provide guidance and solutions to participants of employer-sponsored retirement plans over the phone
  • Build knowledge and skills through ongoing training
  • Consult with participants to identify their needs and offer tailored solutions

**Requirements:**

  • Bachelor's degree in a related field (e.g., finance, accounting, business)
  • 2+ years of experience in a related field (e.g., customer service, sales, finance)
  • Strong communication and problem-solving skills

**Benefits:**

The estimated salary for this position is $65,000 - $80,000 per year, depending on experience and qualifications. In addition to a competitive salary, we offer a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan with company match.



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