Retirement Consultant- Advisor Services

Join to apply for the Retirement Consultant- Advisor Services role at Charles Schwab

Schwab Retirement Network™ (SRN) serves the retirement plan needs of professional service companies, plan sponsors, and participants. The team provides consulting, plan administration, and advisory services for plans of all types and sizes. Through active engagement with plan sponsors, third party administrators (TPAs), and advisors, Schwab demonstrates its commitment to the retirement industry. By minimizing the complexities of business retirement plans for both internal and external clients, the network helps professionals navigate these challenges and ensures client confidence—whether for a one-time opportunity or an ongoing relationship.

The role focuses on consulting and advising clients, building and nurturing relationships (both internal and external), educating stakeholders, collaborating across teams, and engaging in travel for business development and client support.

Key Deliverables for a Successful Candidate

• Retirement Plan Consulting

Consult and advise prospective clients on retirement plan solutions based on company goals and objectives.

Establish strong relationships with advisors to promote Schwab Retirement Advisor Portfolio.

Educate advisors on the spectrum of retirement products available at Schwab.

Work with Retirement Business Services Relationship Managers and Sales Team to build and maintain working relationships with Independent Recordkeepers that utilize Charles Schwab for Custody and Trust services.

Required Qualifications

Preferred Qualifications

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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.

Benefits

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

J-18808-Ljbffr