Description

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.

Workplace Financial Services (WFS) is a growing enterprise at Charles Schwab. Workplace Investor Solutions, along with other Branch Network teams, support the WFS enterprise in unlocking growth across their three primary business lines: Retirement Plan Services, Stock Plan Participant Services, and Designated Brokerage Services. The Participant Education Presenter is experienced at delivering financial education to groups and individuals, having mastered the art of engaging audiences, whether in-person or virtual, with an emphasis on inspiring positive action. The team drives top-line growth by helping participants engage with their workplace benefits while bridging them to solutions across Schwab in our "Seeing through clients' eye's approach ".

As a Participant Education Presenter, you'll work within a highly collaborative and results-oriented team, accountable for driving organizational growth by helping plan participants become life-long Schwab clients through the following methods:

• Engage with plan participants in 1:many and 1:1 settings (both onsite and virtual) to deepen their relationship with and/or introduce them to all that Schwab has to offer.

• Develop a thorough understanding of Schwab's value proposition, integrating it into the WFS Participant Experience when appropriate to support Schwab's growth strategy.

• Establish a trusted partnership with plan sponsors and be an active player on collaborative and consultative service teams.

• Effectively communicate to ensure successful end-to-end execution of participant engagement strategies.

• Innovate and embrace new ideas to support the continuous evolution of our education offer.

• Accountable for meeting (exceeding) performance targets independently.

• Travel required. May travel 25% - 50%+ of the time (varies based on region/market/business needs).

What you have

Required:

• 5 + years of successful experience in Qualified Retirement Plans, Financial Planning, Employee Benefits or equivalent experience in a Financial Services role.

• 3 + years demonstrated public speaking (presenting and facilitation) skills: leading meetings, influencing others, and inspiring action.

• A valid and active Series 7 license is required.

• A valid and active Series 66 license required.
• Bi-lingual Spanish/English proficiency (speaking and writing) is required.

Preferred:

• Advanced industry designation from the College for F inancial P lanning (or obtain within 12 months of joining the team). CFP® strongly preferred.

• Bachelor's degree or equivalent experience demonstrating a deep understanding of ERISA, pension/trust compliance, DC and DB plans, NQDCs, and Equity Compensation.

• Articulate communicator with strong listening skills; presents well in person, on the phone, and virtual meetings.

• Comprehensive understanding of wealth management and financial planning concepts.

• Demonstrated ability to influence without using authority.

• Excellent organization, high attention to detail, and time management skills.

• High achievement orientation measuring success through quantitative results.

• Good business judgment and knows when to utilize resources.

• Willingness to step outside of your comfort zone to try new things.

Requisition #: 2025-117773

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Requirements

2025-117773