Charles Schwab Retirement Plan Services Advice Consultant in Phoenix, Arizona
Phoenix - AZ, PHXPEAK, 2423 E Lincoln Dr, 85016-1215
Christal Lynn Fortunato
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck at http://www.aboutschwab.com/about/leadership/charles_schwab over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
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:
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 you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab at http://www.aboutschwab.com/careers/lifeatschwab/" .
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 66, FINRA Series 7
Relevant Work Experience: Retirement Services-2-5 yrs, Retirement Services-6+ yrs
Position Located In: TX - Austin, AZ - Phoenix
Job Type: Full Time
Activation Date: Friday, September 29, 2017
Expiration Date: Tuesday, October 24, 2017