Charles Schwab & Company, Inc.

Charles Schwab & Company, Inc.

Advice Consultant - Workplace Branch

Westlake, TX, US

Sponsorship not specifiedDetected 37 days ago
CommunicationCollaborationProblem SolvingPublic Speaking

About the role

  • Your Opportunity At Schwab, you're empowered to make an impact on your career.
  • We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
  • In this exciting role, you'll introduce plan participants to the breadth of Schwab's Retail and Workplace offerings through a planning-led approach.

Responsibilities

  • Schwab's Workplace Branch organization is at the heart of our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures.
  • While providing high-touch service through relationship building, you will be supported by a team of dedicated professionals who can help in servicing in-depth, complex financial needs your clients may encounter.

Requirements

  • A valid and active Series 7 license is required A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)

Nice to have

  • Bachelor's degree or equivalent work experience preferred.
  • Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients.
  • Experience, comfort, and confidence presenting 1:1 or virtually.
  • A basic understanding of wealth management issues such as:
  • A solid understanding of corporate sponsor and consultant relationships.

Compensation

  • A basic understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning.

Visa & Work Authorization

  • A solid understanding of corporate sponsor and consultant relationships
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