This job is expired.
Advice Consultant - Workplace Advice Team
AUSTIN, TX
Jun 15, 2025
$74,300 - $114,000 a year
Full-time
Full Job Description
Position Type: Regular

Your opportunity


At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

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 toproviding an environment that respectsandappreciatesthe diversity of our employees, our clients, and the communities we serve. Our goal, as seen through clients' eyes,is thatSchwabcontinuously improves onbeing a premier financial service providerthrough best in class service, technology, products, people and advice.

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


To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

  • Bachelor's degree or equivalent experience demonstrating a basic understanding of ERISA, pension/trust compliance, DC and DB plans
  • Prefer 5+ years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role
  • Series 7 & 66 licenses required and additional professional designation from the college for financial planning required within one year of joining the team
  • Preference for Bi-lingual Spanish/English communicator
  • Possess broad and extensive knowledge of all Schwab products and services.
  • Demonstrate a high level of efficiency, quality of conversation, and professional behaviors
  • Experience delivering holistic financial planning
  • Track record as a high performer meeting performance goals and able to connect clients to other financial solutions
  • Utilization of Salesforce to work lead flow and notate client interactions
  • High proficiency in consultative communication and active listening skills 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
  • Demonstrates good judgment and knows how to utilize resources to accomplish tasks
  • Required to stay in role for 18 month

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


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
PDN-9f29e7a5-a762-4fde-bc93-2ea20024d65d
Job Information
Job Category:
Accounting
Spotlight Employer
Related jobs
Welding Associate
Advanced Technology Services
Founded in 1985, ATS is a company with a presence in the United States, Mexico and the United Kingdom. We are professionals in Industrial Maintenance and we make factories run better. Fundada en 1985,...
Jun 27, 2025
AUGUSTA, GA
Position Type: RegularYour opportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and t...
Jun 27, 2025
ORANGE, OH
Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the m...
Jun 27, 2025
COLORADO SPRINGS, CO
©2025 TalentAlly.
Powered by TalentAlly.
Apply for this job
Advice Consultant - Workplace Advice Team
Charles Schwab
AUSTIN, TX
Jun 15, 2025
$74,300 - $114,000 a year
Full-time
Your Information
First Name *
Last Name *
Email Address *
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy and consent to receive emails from us about job opportunities, career resources, and other relevant updates. You can unsubscribe at any time.
Continue to Apply

Charles Schwab would like you to finish the application on their website.

Ace your interview with
AI-powered interview practice

Get comfortable talking to hiring managers, receive personalized feedback on areas for improvement, sharpen your ability to answer the most common questions, and build confidence in formulating strong responses on the spot. Click the button below to begin your three free virtual interviews!