Your Opportunity

What you have

• 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
• Series 7 & 66 licenses required and additional professional designation from the college for financial planning required within one year of joining the team
• Demonstrated ability to influence without using authority
• Must be open to new ideas in order to support the continuous evolution of the Participant Services Advice team and the Schwab organization as a whole
• Flexibility and the ability to shift gears and embrace new ideas and team needs are critical to success
• High achievement orientation measuring success through quantitative results
• Articulate communicator with good listening skill
• Presents well on the phone and in meetings
• Sociable, outgoing, and engaging
• Passion 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 in completing advice consultations, meeting preparation and wrap-up within the allotted and appropriate timeframe
• Able to collaborate and work effectively with other functions within Schwab to meet Plan Sponsor and Participant need
• Active eager learner able to quickly establish personal credibility
• Quickly learns from experience and translates learning into new behavior and approaches
• Demonstrates good judgment and knows when to utilize resources to accomplish tasks
• Bi-lingual Spanish/English communicator, preferred