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Position Type : Regular
Your Opportunity
The Advice Consultant will work with new and existing retirement plan services participants to provide them with the appropriate guidance to assist them in meeting their retirement goals.
Candidate must be able to explain in detail the pros and cons of various financial strategies, investment vehicles, including portfolio / asset allocation.
Consultant will also need to position Schwab as a full service provider of financial services to participants for their needs outside of their company sponsored retirement plan.
The position requires attention to detail to include administrative areas such as recording metrics, compliance, and timely filing of reports.
What you have
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you both today and in the future :
Last updated : 2024-03-26
Full Time
Securities
$97k-126k (estimate)
03/28/2024
03/31/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities
The following is the career advancement route for Consultant positions, which can be used as a reference in future career path planning. As a Consultant, it can be promoted into senior positions as a Sales Engineer IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Consultant. You can explore the career advancement for a Consultant below and select your interested title to get hiring information.