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Advice Consultant TX

Company: Charles Schwab
Location: Dripping Springs
Posted on: April 3, 2024

Job Description:

Position Type: RegularYour Opportunity


The Advice Consultant 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. Candidate must be able to explain in detail the pros and cons of various financial strategies, investment vehicles, including portfolio/asset allocation. Consultant 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. The position requires attention to detail to include administrative areas such as recording metrics, compliance, and timely filing of reports.

What you have


Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans
Prefer 3+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role
Series 7 & 66 licenses required and additional professional designation from the college for financial planning required within one year of joining the team
Demonstrated ability to influence without using authority
Must be 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 passion and 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 eager learner able to quickly establish personal credibility
Quickly learns from experience and translates learning into new behavior and approaches
Demonstrates good judgment and knows when to utilize resources to accomplish tasks
Bi-lingual Spanish/English communicator, preferred


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

Keywords: Charles Schwab, Austin , Advice Consultant TX, Professions , Dripping Springs, Texas

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