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Advice Consultant

Company: Charles Schwab
Location: Driftwood
Posted on: June 11, 2024

Job Description:

Position Type: RegularYour opportunityAt 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 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. -If you're passionate about providing world class client service and are seeking an opportunity where you're empowered to grow your financial services career with a diverse team, in a fast-paced collaborative work environment - this is the role for you! -What you haveRequired:

  • Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans
  • 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 -Preferred:
    • Bi-lingual Spanish/English communicatorIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
      What's in it for youAt 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 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 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, Professions , Driftwood, Texas

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