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Education Specialist

Company: Charles Schwab & Co., Inc
Location: San Diego
Posted on: July 21, 2019

Job Description:

Job Locations US-CA-Other Requisition ID 2019-40225 Posted Date 2 days ago(7/15/2019 2:14 PM) Category Finance & Accounting Position Type Full-Time Your Opportunity Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab' combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits. Schwab Retirement Plan Services, Inc. is a wholly-owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 1,000 defined contribution, defined benefit, and nonqualified retirement plans. What you're good at Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to large sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab' combined expertise in recordkeeping and related services, investment choice and award-winning participant experience and education (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits. Schwab Retirement Plan Services, Inc. is a wholly-owned subsidiary of The Charles Schwab Corporation. Schwab Retirement Plan Services provides recordkeeping, administration, participant education and communication, plan design, consulting, actuarial services, and compliance testing for a total of over 1,000 defined contribution, defined benefit, and nonqualified retirement plans. What you have You must be a seasoned professional with a minimum of 7 years in the retirement and benefits or financial services industry, with strong knowledge of investments, and equity compensation. * Series 7 and 66 * Articulate communicator with strong listening skills; presents well in person, on the phone, and in meetings * 7+ years Retirement Financial Services industry experience, may include brokerage, is required * Proven relationship building skills * Collaborative with proven ability to develop internal and external partnerships * 5+ years specific retirement plan experience * 5+ years demonstrated public speaking (presenting and facilitation) skills: facilitating meetings, influencing others and inspiring action * Strong organization and time management skills to meet performance standards * Demonstrated success working independently with minimal supervision and exceeding performance standards * High achievement orientation, measures success through quantitative and qualitative results * Bi-lingual Spanish/English communicator preferred: must be proficient in writing and speaking * Bachelor' degree or equivalent business experience * Full time travel Options

Keywords: Charles Schwab & Co., Inc, Cathedral City , Education Specialist, Education / Teaching , San Diego, California

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