Senior Retirement Plan Consultant (Hybrid)

Charles Schwab; Westlake (TX); On-site; USD 95,000 - 135,000; Full time

Job summary

Charles Schwab is seeking a Retirement Plan Consultant to advise clients on retirement plan solutions and to navigate complex plan designs. You will build and nurture relationships with advisors, sponsors, and internal teams while traveling for business development and client support.

The role emphasizes education of stakeholders, collaboration across teams, and leveraging Schwab Retirement Network services. A strong background in retirement plans and client management is essential.

Qualifications

• Bachelor’s degree or equivalent work-related experience.
• Minimum of two years experience in the financial services industry.
• Minimum of two years experience working with retirement plans.
• Knowledge of brokerage/banking products and services.
• Strong client relationship building experience.

Responsibilities

• Consult and advise prospective clients on retirement plan solutions.
• Handle complex plan design conversations.
• Demonstrate understanding of the current marketplace.

Skills

Relationship building

Client management

Communication

Education

Bachelor’s degree

Job description

Charles Schwab is seeking a Retirement Plan Consultant to advise clients on retirement plan solutions and to navigate complex plan designs. You will build and nurture relationships with advisors, sponsors, and internal teams while traveling for business development and client support.

The role emphasizes education of stakeholders, collaboration across teams, and leveraging Schwab Retirement Network services. A strong background in retirement plans and client management is essential.