Aug 05, 2024
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. The Advice Consultant, Senior Specialist, 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. You must be able to explain the pros and cons of various financial strategies, investment vehicles, including portfolio/asset allocation. You 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. You will be require attention to detail in administrative areas such as recording metrics, compliance, and the timely filing of reports. What you have To ensure that we fulfill our promise of “challenging the status quo,” this...
Charles Schwab
Phoenix, AZ, USA