Workplace Advice Consultant- Richfield, OH
Your Opportunity
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
Schwab’s Workplace Branch organization is at the heart of our firm’s commitment tohelping 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
Preferred:
- Certified Financial Planner (CFP) and/or Certified Wealth Strategist (CWS) preferred
- Master’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 to groups of various sizes (including large audiences) in person and virtually.
- A comprehensive 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.
- Ability to serve as Schwab’s SME on individual corporate client(s) for financial wellness & advisory needs
Required:
- 3 years of financial services experience
- 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)
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
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
What you are good at
What you have
Preferred:
- Certified Financial Planner (CFP) and/or Certified Wealth Strategist (CWS) preferred
- Master’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 to groups of various sizes (including large audiences) in person and virtually.
- A comprehensive 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.
- Ability to serve as Schwab’s SME on individual corporate client(s) for financial wellness & advisory needs
Required:
- 3 years of financial services experience
- 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)
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.