• Sr. Participant Consultant

    Charles Schwab (Richfield, OH)


    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._

     

    As a Participant Investor Concierge Senior Financial Consultant, you will be responsible for business development through a combination of inbound and outbound calls. Our Senior Financial Consultant Incentive Compensation Program rewards client relationship development with an emphasis on plan servicing, revenue acquisition, and consolidation.

     

    Building strong, personal relationships with our clients is a key component of Schwab’s business strategy. The Participant Investor Concierge Senior Financial Consultant will pursue this mission through:

     

    + Interacting with Schwab Corporate Retirement Services (SCRS) high net-worth participants to offer plan services and encourage retention and consolidation of outside assets to Schwab Investor Services

    + Business development through a combination of inbound and outbound calls

    + Utilizing a consultative sales approach to identify customer needs and provide client focused solutions to participants

    + Achieving Asset, Retention and Quality targets

     

    I** **n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

     

    Investment Professionals' Compensation | Charles Schwab (https://www.schwab.com/legal/compensation-advice/investment-professionals-compensation)

     

    What you have

    Required qualifications:

    + Active and valid Series 7

    + Active and valid Series 66 (63/65)

    + 5 years of experience in the financial services industry

    + Strong client relationship building experience

    Preferred qualifications:

    + Bachelor’s degree or equivalent work-related experience

    + Strong interpersonal skills with demonstrated ability to influence and persuade

    + Preferred experience in qualified retirement plan and/or brokerage environment

    + Financial business development experience

    + Knowledge of brokerage/banking products and services

    + You are a results-oriented, highly motivated self-starter with a strong work ethic

    + You are adaptable to an ever-changing sales and compliance environment

     

    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.

    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’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

    Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.