Sr. Participant Consultant

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

In 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

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