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Career Schwab Icims ComHuman Resources & Administrative

Education Consultant, Workplace Branch

Richfieldonsitemid

Posted 3 days ago · via Icims

About this role

Your Opportunity Role Overview The Workplace Branch brings together expertise across retirement, equity compensation, financial wellness, and wealth management to create a more seamless experience for Workplace investors. The Education Consultant delivers dynamic, participant-centered financial education in group and individual settings, both onsite and virtually. The role combines financial expertise, strong facilitation, relationship building, and technology to create experiences that build trust, strengthen confidence, and inspire purposeful action. A key part of the opportunity is helping advance Workplace-to-Retail extension initiatives. Educations Consultants serve as a trusted bridge, helping participants maximize their workplace benefits to enhance their broader financial lives.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Richfield. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

teams

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