Workplace Financial Planning Advisor

Charles Schwab

Phoenix (AZ)

On-site

USD 80,000 - 110,000

Full time

4 days ago

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Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Workplace Advice Consultant to provide holistic financial planning, education, and guidance to participants of Stock Plan Services and Retirement Plan Services. You will act as the face of Schwab for corporate clients and support participants across wealth management needs on a collaborative team.

The role requires Series 7 and Series 66 licenses (active) and prefers a Bachelor's degree.

Qualifications

A valid and active Series 7 license is required.
A valid and active Series 66 license required.
Strong communication and interpersonal skills with the ability to learn and explain complicated subjects.
Experience presenting 1:1 or virtually.
A basic understanding of wealth management issues including investment planning, insurance, retirement, estate planning, and related areas.
Ability to leverage Schwab specialists and guidelines to help clients progress toward goals.

Responsibilities

Provide holistic financial planning, education and guidance to participants of SPS and RPS on a team basis.
Act as the face of Schwab for corporate clients and support participants’ wealth management needs.
Respond to in-the-moment questions and provide point-in-time guidance.
Work in a fast-paced, changing environment while delivering high-touch service.