Advice Consultant- Sr, Specialist (Urgent Search)
Company: Charles Schwab
Location: Glendale
Posted on: July 1, 2025
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Job Description:
Position Type: Regular Your opportunity Charles Schwab has been
a leader in financial services for nearly four decades, working to
make investing more affordable, accessible and understandable to
all. Driven by our purpose to champion every client’s goals with
passion and integrity, we’re committed to providing an environment
that respects and appreciates the diversity of our employees, our
clients, and the communities we serve. Our goal, as seen through
clients' eyes, is that Schwab continuously improves on being a
premier financial service provider through best-in-class service,
technology, products, people and advice. What you’ll do: As part of
the Workplace Advice Team, the Advice Consultant will work with new
and existing Workplace Financial 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,
documenting consultations and tracking leads. What you have
Required Qualifications: - A valid and active FINRA Series 7
license required - A valid and active Series 66 (63/65) license
required (may be obtained within a condition of employment)
Preferred Qualifications: - Bachelor's degree or equivalent
experience demonstrating a basic understanding of ERISA,
pension/trust compliance, DC and DB plans - Prefer 3 years of
successful experience in Qualified Retirement Plans, Financial
Planning, Employee Benefits or equivalent experience in a Financial
Services role - Professional designation from the college for
financial planning required, CFP preferred. - Track record as a
high performer able to connect clients to appropriate Schwab
solutions - Understanding of Salesforce to work lead flow and
document client interactions - High proficiency in consultative
communication and active listening to uncover financial needs -
Strong presenting skills on the phone and in person - Passionate
about our purpose to champion every client’s goals with passion and
integrity to make a contribution and help others succeed -
Excellent time management skills to prepare for and conduct client
meetings 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: - 401(k) with company match and Employee stock purchase
plan - Paid time for vacation, volunteering, and 28-day sabbatical
after every 5 years of service for eligible positions - Paid
parental leave and family building benefits - Tuition reimbursement
- Health, dental, and vision insurance
Keywords: Charles Schwab, Prescott , Advice Consultant- Sr, Specialist (Urgent Search), Accounting, Auditing , Glendale, Arizona
