Welcome page Returning Candidate? Log in Sr. Participant Consultant Job Locations US-OH-Richfield | US-TX-Austin | US-CO-Lone Tree | US-AZ-Phoenix Requisition ID 2025-114908 Posted Date 12 hours ago(9/3/2025 4:13 PM) Category Retail Branch Salary Range USD $29.81 - $29.81 / Hour Application deadline 9/10/2025 Position Type Full time 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 ServicesBusiness development through a combination of inbound and outbound callsUtilizing a consultative sales approach to identify customer needs and provide client focused solutions to participantsAchieving 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 7Active and valid Series 66 (63/65)5 years of experience in the financial services industryStrong client relationship building experience

Preferred qualifications:

Bachelor’s degree or equivalent work-related experienceStrong interpersonal skills with demonstrated ability to influence and persuadePreferred experience in qualified retirement plan and/or brokerage environmentFinancial business development experienceKnowledge of brokerage/banking products and servicesYou are a results-oriented, highly motivated self-starter with a strong work ethicYou are adaptable to an ever-changing sales and compliance environment Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed

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 benefits package to our full-time employees that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Application FAQs

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