Charles Schwab Proactive Outreach Consultant- Stock Plan Services in Phoenix, Arizona


Lone Tree - CO, DENR1, 9800 Schwab Way, 80124

Christina Antoinette Peyer


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Stock Plan Services (SPS) Proactive Outreach Team actively works with new and existing Stock Plan participants to provide a personalized and expanded service experience. Proactive Outreach Consultants engage participants through a needs-based dialogue to gain a thorough understanding of their needs in order to position appropriate services, solutions and relationships. Through outbound calls and email correspondence, Proactive Outreach Consultants are focused on increasing participant engagement, deepening relationships and encouraging the retention and/or consolidation of assets. A successful consultant will create strong partnerships with the Equity Award Consultation Team, Branch FCs, Schwab Intelligent Services, Trading Solutions, Acquisition Delivery and other client-facing teams at Schwab. Engaging Participants in high quality needs-based conversations that add value to their relationship with Schwab, is a key component of SPS business strategy.

What you’ll do:

In order to pursue this mission, the SPS Proactive Outreach Consultants will:

  • Conduct pre-call planning to effectively assess participant needs, recommend appropriate solutions, and where applicable, position the appropriate partner for more complex or comprehensive solutions

  • Build participant loyalty while applying a broad range of knowledge, skills and experiences to all participant interactions

  • Demonstrate a high level of productivity, quality of conversation and professional behaviors aligned with Schwab’s core values

  • Activate calling strategies (in addition to campaigns) handling approximately 40 to 60 outbound calls per day

  • Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety

  • Demonstrate a deep understanding and compliance with applicable policies/procedures and application of ethical standards to every business activity in which they engage

  • Utilization of Salesforce, MARS/NBC to work campaigns, enter leads and note participant interactions

What you have:

  • Bachelor's degree or equivalent work experience

  • Active & valid FINRA Series 7 is required

  • Active & valid FINRA Series 66 (63/65) or must be obtained within 120 days of employment.

  • Minimum of one year experience in the financial services industry required.

  • Strong knowledge of equity compensation is preferred

  • Excellent consultative, interpersonal, and communication skills with demonstrated ability to influence and build consensus with clients, team members, and leadership

  • Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and the desire to help participants plan for their financial goals & objectives

  • Must be detail oriented with an ability to juggle multiple tasks and manage conflicting priorities daily

  • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: FINRA Series 66, FINRA Series 63, FINRA Series 7, FINRA Series 65

Relevant Work Experience: Business Development and Sales-less than 2 yrs, Business Development and Sales-2-5 yrs, Customer Service-2-5 yrs, Financial Services-2-5 yrs

Position Located In: AZ - Phoenix

Education: BA/BS

Job Type: Full Time

Category:Stock Plan Services

Activation Date: Monday, August 6, 2018

Expiration Date: Sunday, September 2, 2018

Apply Here