Charles Schwab
Sr. Specialist, Advice Consultant- Workplace Branch
Charles Schwab, Phoenix, Arizona, United States, 85003
Sr. Specialist, Advice Consultant- Workplace Branch
Join to apply for the
Sr. Specialist, Advice Consultant- Workplace Branch
role at
Charles Schwab Sr. Specialist, Advice Consultant- Workplace Branch
4 days ago Be among the first 25 applicants Join to apply for the
Sr. Specialist, Advice Consultant- Workplace Branch
role at
Charles Schwab Your opportunity
Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best-in-class service, technology, products, people and advice.
What You’ll Do
As part of the Workplace Branch, the Advice Consultant will work with new and existing Workplace Financial 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, documenting consultations and tracking leads.
What you have
Required Qualifications
A valid and active FINRA Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a condition of employment)
Preferred Qualifications
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 Professional designation from the college for financial planning required, CFP preferred. Track record as a high performer able to connect clients to appropriate Schwab solutions Understanding of Salesforce to work lead flow and document client interactions High proficiency in consultative communication and active listening to uncover financial needs Strong presenting skills on the phone and in person Passionate 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 to prepare for and conduct client meetings
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Get notified about new Senior Consultant jobs in
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Join to apply for the
Sr. Specialist, Advice Consultant- Workplace Branch
role at
Charles Schwab Sr. Specialist, Advice Consultant- Workplace Branch
4 days ago Be among the first 25 applicants Join to apply for the
Sr. Specialist, Advice Consultant- Workplace Branch
role at
Charles Schwab Your opportunity
Charles Schwab has been a leader in financial services for nearly four decades, working to make investing more affordable, accessible and understandable to all. Driven by our purpose to champion every client’s goals with passion and integrity, we’re committed to providing an environment that respects and appreciates the diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes, is that Schwab continuously improves on being a premier financial service provider through best-in-class service, technology, products, people and advice.
What You’ll Do
As part of the Workplace Branch, the Advice Consultant will work with new and existing Workplace Financial 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, documenting consultations and tracking leads.
What you have
Required Qualifications
A valid and active FINRA Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a condition of employment)
Preferred Qualifications
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 Professional designation from the college for financial planning required, CFP preferred. Track record as a high performer able to connect clients to appropriate Schwab solutions Understanding of Salesforce to work lead flow and document client interactions High proficiency in consultative communication and active listening to uncover financial needs Strong presenting skills on the phone and in person Passionate 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 to prepare for and conduct client meetings
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Get notified about new Senior Consultant jobs in
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Phoenix, AZ $114,080.00-$218,030.00 3 days ago Senior Manager, Quality Assurance (Phoenix, AZ)
Phoenix, AZ $117,007.00-$140,760.00 2 weeks ago Phoenix, AZ $96,338.00-$113,338.00 1 month ago Senior Business Development Manager, Enterprise
Scottsdale, AZ $75,000.00-$125,000.00 1 month ago Business Transformation - Project Management - Senior Consultant
Phoenix, AZ $97,300.00-$178,300.00 4 days ago Senior Standardization Manager - Regional Distribution Center - Phoenix, Arizona
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Phoenix, AZ $95,000.00-$110,000.00 22 hours ago Consultant Senior- Business Banking- Vice President
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