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 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.

Our 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:

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" .

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.

Job Specifications

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

Education: BA/BS

Job Type: Full Time

Category:Retirement Services

Activation Date: Friday, September 29, 2017

Expiration Date: Tuesday, October 24, 2017

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