Retirement Consultant- Advisor Services

Your Opportunity

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. Handle complex plan design conversations. Demonstrate understanding of the current marketplace.
• Relationship Building & Business Development Establish strong relationships with advisors to promote Schwab Retirement Advisor Portfolio. Identify, develop, and channel new business opportunities through relationships with Schwab Financial Consultants, Branch Managers, and Regional Branch Executives. Assist Independent Recordkeepers in establishing and developing business relationships with advisors. Actively identify internal partners that could benefit from SRN services.
• Education Educate advisors on the spectrum of retirement products available at Schwab. Proactively work with Recordkeeping / TPA clients to understand their business and how Schwab can help them grow.
• Collaboration & Cross-Functional Partnership 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. Work closely with management on special projects as needed.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have :

Required Qualifications :

Preferred Qualifications :

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

Why work for us?

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

We offer a competitive to our full-time employees that takes care of the whole you – both today and in the future :

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