Advice Consultant - Workplace Branch

Charles Schwab · Westlake, TX, United States

Location
Westlake
Job Type
Full-time
Posted
July 08, 2026

Job 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.

_We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location._

Schwab’s Workplace Branch organization is at the heart of our firm’s commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you’ll introduce plan participants to the breadth of Schwab’s Retail and Workplace offerings through a planning-led approach.

As a **Workplace Advice Consultant** at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services (“SPS”) and Schwab Retirement Plan Services (“RPS”) corporate relationship(s) on a team-basis. Acting as the “face o...

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