Your opportunity

Role Overview

The Workplace Branch brings together expertise across retirement, equity compensation, financial wellness, and wealth management to create a more seamless experience for Workplace investors. The Education Consultant delivers dynamic, participant-centered financial education in group and individual settings, both onsite and virtually. The role combines financial expertise, strong facilitation, relationship building, and technology to create experiences that build trust, strengthen confidence, and inspire purposeful action.

A key part of the opportunity is helping advance Workplace-to-Retail extension initiatives. Educations Consultants serve as a trusted bridge, helping participants maximize their workplace benefits to enhance their broader financial lives. Through clear education, thoughtful discovery, and strategic calls to action, the consultant helps participants identify their next best step(s). This is done by connecting participants to Schwab tools, digital resources, and financial professionals best suited to their needs. Education remains objective and does not include personalized advice or recommendations.

What You’ll Do

• Deliver intentional education experiences: Prepare and deliver clear, relevant, and well-structured sessions aligned to plan sponsor goals, participant needs, while driving team goals.
• Make complex topics easier to understand: Translate retirement, equity compensation, investing, and financial planning concepts into concise, participant-friendly language using relevant examples, stories, and analogies.
• Build trust through engagement: Use purposeful questions, discussion prompts, polls, demonstrations, and participant responses to create an inclusive and interactive learning environment.
• Advance Retail Extension thoughtfully: Recognize participant needs beyond the workplace plan and connect education to appropriate Schwab resources, planning support, and retail solutions in a way that is participant centered.
• Strengthen the end-to-end participant journey: Meet participants where they; from building foundational habits in early career, balancing competing mid-career priorities, to preparing for the transition to retirement income by connecting them to relevant Schwab resources.
• Contribute to continuous improvement: Share feedback when materials or processes are unclear or outdated; test new approaches; and help evolve scalable education and engagement practices.
• Drive measurable business and participant outcomes: Meet performance expectations independently while supporting participant action, sponsor value, relationship deepening, and organizational growth.

Work Environment and Travel

This position allows for 100% remote work and will primarily support the Eastern Region. Preferred markets include Richfield, OH, Orlando, Miami, or Tampa FL, New York, Philadelphia and Pittsburgh, PA . Candidates in other major cities may also be considered, subject to Schwab’s internal approach to workplace flexibility. Candidates must live within one hour of both a major airport and a Schwab service center.

Travel is required and may range from 35% to 50% or more based on region, market, event, and business needs.

What you have

• Ability to simplify complex information, listen for participant needs, and communicate clearly across onsite, virtual, phone, and digital environments.
• Demonstrated ability to build trusted partnerships and influence without authority across internal teams, plan sponsors, and business partners.
• A growth mindset, curiosity, and willingness to test new approaches, seek feedback, and contribute to a culture of continuous improvement.
• Comfort using presentation technology, digital tools, and interactive features to strengthen participant understanding and action.
• Strong organization, attention to detail, business judgment, and time management in a fast-moving, travel-based environment.

Required

• Active Series 7 license
• Active Series 66 or Series 63/65; license(s) may be obtained as a condition of employment within specified time frame.
• 5+ years of successful experience in qualified retirement plans, financial planning, employee benefits, or equivalent experience in a Financial Services role.
• Bachelor's degree or equivalent experience that demonstrates knowledge of ERISA, pension and trust compliance, defined contribution and defined benefit plans, non-qualified deferred compensation, and equity compensation.

Preferred

• 2+ years of financial planning experience that includes equity compensation planning.
• 3+ years of demonstrated public speaking, facilitation, or presentation experience.
• Comprehensive understanding of wealth management and financial planning concepts, along with the judgment to distinguish education from personalized advice.
• Advanced industry designation from the College for Financial Planning, or the ability to obtain within 12 months of joining the team. CFP® strongly preferred.
• Bilingual Spanish/English proficiency is a plus.