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About the Role

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.

Responsibilities

• 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

Requirements

• 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
• Series 7 and 63 licenses
• Bachelor's degree
• 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
• Passion for philanthropy, community impact, and client service
• Ability to influence without direct authority
• Comfort operating in a dynamic, client-focused environment

Skills

• Relationship Building & Influence
• Consultative Problem Solving
• Communication & Presentation
• Strategic Execution
• Collaboration & Partnership
• Adaptability & Judgment

Experience Level

• 4+ years of financial services experience

Education Level

• Bachelor's degree

Salary/Compensations

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

About the Company

• 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.