Charles Schwab

Advice Consultant - Workplace Branch

Charles Schwab • $70K — $95K *
Austin, TX 78745In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Valid and active Series 7 license required
  • Valid and active Series 66 (63/65) license required (may be obtained conditionally)
  • Bachelor’s degree or equivalent work experience preferred
  • Strong communication skills to explain complex subjects
  • Experience presenting 1:1 or virtually
  • Basic understanding of investment, insurance, retirement, and wealth planning
  • Solid understanding of corporate sponsor and consultant relationships

Responsibilities

  • Provide holistic financial planning and guidance to participants
  • Act as the ‘face of Schwab’ for corporate clients
  • Support clients with a wide spectrum of wealth management needs
  • Answer in-the-moment questions and provide timely guidance
  • Build high-touch relationships with participants
  • Work collaboratively with a team of dedicated professionals
  • Leverage Schwab specialists and advice guidelines to assist clients

Benefits

  • Eligible for bonus or incentive opportunities
  • Access to a team of dedicated professionals for support
  • Opportunities for professional development within the firm
  • Engaging in a fast-paced and dynamic work environment
  • Ability to make a meaningful impact on clients' financial futures
Full Job Description
Your Opportunity

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. In this exciting role, you’ll introduce plan participants to the breadth of Schwab’s Retail and Workplace offerings through a planning-led approach.

 

As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services (“SPS”) and Schwab Retirement Plan Services (“RPS”) corporate relationship(s) on a team-basis. Acting as the “face of Schwab” for corporate clients, you and your team will support participants as it relates to vectoring the needs of participants across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions and providing point-in-time guidance. 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. 

 

If you are a self-starter with your securities license, are comfortable with a fast-paced and changing environment and share our passion for serving clients - this role is for you.  

What you have

Required Qualifications:

  • 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) 

 

Preferred Qualifications:

  • Bachelor’s degreeor 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: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning.
  • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
  • A solid understanding of corporate sponsor and consultant relationships.

 

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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