Senior Retirement Plan Consultant & Business Development Lead

Charles Schwab; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

Sabbatical after 5 years (eligible)

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Retirement Plan Consultant to advise clients on retirement plan solutions and build strong relationships with financial advisors and internal partners. The role emphasizes cross-functional collaboration and business development across Schwab’s retirement services.

The position requires a Series 7 license (or ability to obtain within 120 days), along with 2+ years in financial services and retirement plans, and a solid knowledge of brokerage and banking products.

Qualifications

• Series 7 license required or may be obtained within 120 days of employment.
• 2+ years in financial services industry.
• 2+ years working with retirement plans.
• Knowledge of brokerage and banking products and services.
• Strong client relationship building experience.

Responsibilities

• Consult and advise prospective clients on retirement plan solutions based on company goals and objectives.
• Build and nurture relationships with advisors to promote Schwab Retirement Advisor Portfolio.
• Educate advisors on Schwab retirement products and services.
• Collaborate with Retirement Business Services Relationship Managers and Sales Team on cross-functional projects.

Skills

Series 7 license

Financial services experience

Retirement plans experience

Brokerage/banking products knowledge

Client relationship building

Education

Bachelor's degree or equivalent work-related experience

Job description

Charles Schwab is seeking a Retirement Plan Consultant to advise clients on retirement plan solutions and build strong relationships with financial advisors and internal partners. The role emphasizes cross-functional collaboration and business development across Schwab’s retirement services.

The position requires a Series 7 license (or ability to obtain within 120 days), along with 2+ years in financial services and retirement plans, and a solid knowledge of brokerage and banking products.