JobsUSASr. Specialist, Advice Consultant- Workplace Branch
Company : Charles Schwab
Location : Phoenix, AZ, 85003
Posted Date : 15 September 2025
Job Details
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, 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
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