Senior Retirement Plan Consultant & Relationship Leader

Charles Schwab Inc.; Westlake (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Charles Schwab Corporation in Westlake, TX is seeking a Retirement Plan Consultant to advise prospective clients on retirement plan solutions, handle complex design conversations, and stay abreast of market trends. You will build relationships with independent advisors, promote Schwab Retirement Advisor Portfolio, and collaborate with advisors and internal partners across teams.

Some travel for business development and client support is expected.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Active Series 7 license required or obtained within 120 days.
• Minimum two years in financial services and retirement plans.

Responsibilities

• Consult and advise prospective clients on retirement plan solutions.
• Handle complex plan design conversations and understand market conditions.
• Build and nurture relationships with advisors and internal partners.
• Educate stakeholders and collaborate across teams; travel for business development and client support.

Skills

Client relationship building

Consulting

Business development

Education

Bachelor’s degree or equivalent work-related experience

Tools

Series 7 license

Job description

Charles Schwab Corporation in Westlake, TX is seeking a Retirement Plan Consultant to advise prospective clients on retirement plan solutions, handle complex design conversations, and stay abreast of market trends. You will build relationships with independent advisors, promote Schwab Retirement Advisor Portfolio, and collaborate with advisors and internal partners across teams.

Some travel for business development and client support is expected.