Description

Your Opportunity

At Charles Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving as we work together to transform the financial services industry.

DAFgiving360™ is an independent 501(c)(3) nonprofit dedicated to increasing charitable giving in the United States. Since 1999, donors have recommended over $44 billion in grants to more than 280,000 charities. Through donor-advised funds and philanthropic tools, we help individuals and families integrate charitable planning into their financial lives and make a meaningful difference.

This role is aligned to DAFgiving360 and employed by Charles Schwab & Co., Inc.

As a Charitable Consultant, you will drive engagement and growth by serving as a trusted, consultative partner to Schwab Investor Services, financial advisors, and high-net-worth clients. You will increase awareness and adoption of donor-advised funds while guiding complex philanthropic planning conversations and delivering a premium client experience.
What you'll do:

• Building trusted relationships with clients, advisors, and business partners
• Delivering confident, impactful presentations across diverse audiences and platforms
• Listening and quickly identifying client needs to provide tailored solutions
• Solving complex problems in collaboration with cross-functional stakeholders
• Influencing outcomes through consultative engagement and strong communication
• Developing and executing strategic account plans aligned to business priorities
• Managing competing priorities with sound judgment and adaptability
• Partnering effectively across marketing, charitable strategy, and Investor Services teams
• Providing actionable feedback to improve client experience and drive innovation

Skills You Bring

• Relationship Building & Influence - Builds trust and influences outcomes across stakeholders.
• Consultative Problem Solving - Identifies needs and delivers tailored solutions.
• Communication & Presentation - Clearly explains complex concepts.
• Strategic Execution - Drives plans that support growth.
• Collaboration & Partnership - Works effectively across teams.
• Adaptability & Judgment - Prioritizes and adjusts in dynamic environments.

What you have

Required Qualifications

• Bachelor's degree
• 4+ years of financial services experience
• Experience in relationship management within private wealth, investment management, or similar environment
• Strong communication and presentation skills
• Proven ability to support high-net-worth or complex client segments
• Ability to collaborate effectively across teams to deliver client-centered solutions

Preferred Qualifications

• Series 7 and 63 licenses
• Experience serving multi-generational households with complex or urgent needs
• Working knowledge of public and private investment vehicles
• Working knowledge of ultra-high-net-worth tax considerations
• Working knowledge of planned giving strategies
• Established network of centers of influence within the territory

Additional Attributes

• Passion for philanthropy, community impact, and client service
• Ability to influence without direct authority
• Comfort operating in a dynamic, client-focused environment

* In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*



Requisition #: 2026-122751

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Requirements

2026-122751