About this role
Pay range: USD $105,000.00 - $185,000.00 / Year
Your opportunity
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.
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.
What you'll do:
Building trusted relationships with clients, advisors, and business partnersDelivering confident, impactful presentations across diverse audiences and platformsListening and quickly identifying client needs to provide tailored solutionsSolving complex problems in collaboration with cross-functional stakeholdersInfluencing outcomes through consultative engagement and strong communicationDeveloping and executing strategic account plans aligned to business prioritiesManaging competing priorities with sound judgment and adaptabilityPartnering effectively across marketing, charitable strategy, and Investor Services teamsProviding actionable feedback to improve client experience and drive innovation Skills You Bring
Relationship Building & Influence - Builds trust and influences outcomes across stakeholders.Consultative Problem Solving - Identifies needs and delivers tailored solutions.Communication & Presentation - Clearly explains complex concepts.Strategic Execution - Drives plans that support growth.Collaboration & Partnership - Works effectively across teams.Adaptability & Judgment - Prioritizes and adjusts in dynamic environments. What you have
Required Qualifications
4+ years of financial services experienceExperience in relationship management within private wealth, investment management, or similar environmentStrong communication and presentation skillsProven ability to support high-net-worth or complex client segmentsAbility to collaborate effectively across teams to deliver client-centered solutions Preferred Qualifications
Series 7 and 63 licensesBachelor's degree Experience serving multi-generational households with complex or urgent needsWorking knowledge of public and private investment vehiclesWorking knowledge of ultra-high-net-worth tax considerationsWorking knowledge of planned giving strategiesEstablished network of centers of influence within the territory Additional Attributes
Passion for philanthropy, community impact, and client serviceAbility to influence without direct authorityComfort operating in a dynamic, client-focused environment In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance