Wallis del Rosario
Manager, Participant Education | Workplace Advice & Education at Charles Schwab
- Role
- Manager, Participant Education at Charles Schwab
- Location
- Seminole, FL, US
- LinkedIn followers
- 500 followers
About Wallis del Rosario
Retirement Consultant with an established history of working in the financial services industry. Skilled in Customer Retention, Pension Funds, Team Building, Bilingual Communications, and Retirement Planning. Strong finance professional with a Bachelor of Science (BS) focused in Business Administration and Management, General from Southern Wesleyan University.Registered representative of Lincoln Financial Distributors, Inc.(LFD), a wholesale broker-dealer and FINRA member firm. I do not provide securities recommendations, investment advisory services or tax/legal advice. Insurance products offered through LFD affiliates. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LCN-67••••••••24
Experience
Manager, Participant Education
Apr 2025 — Present · FL, US
Engage with plan participants in 1:many and 1:1 settings (both onsite and virtual) to deepen their relationship with and/or introduce them to all that Schwab has to offer. Develop a thorough understanding of Schwab’s value proposition, integrating it into the Workplace Services Participant Experience when appropriate to support Schwab’s growth strategy. Establish a trusted partnership with plan sponsors and be an active player on collaborative and consultative service teams. Effectively communicate to ensure successful end-to-end execution of participant engagement strategies. Innovate and embrace new ideas to support the continuous evolution of our education offer.
Education
Southern Wesleyan University
Bachelor of Science (BS)
2005 — 2009
Skills
- Customer Retention
- Customer Service
- Defined Contribution
- 401k
- Trading
- Volunteering
- Series 63
- Asset Allocation
- Mutual Funds
- Pensions
- Team Building
- Retirement
- Mentoring
- Presentations
- Series 6
- Insurance
- Series 7
- Retirement Planning
- Team Leadership
- Defined Benefit
- Telephone Skills
- Retirement Benefits
- Bilingual-English/Spanish
- 401(K) Retirement Savings Plans
- Financial Services
- Employee Training
- Bilingual Communications
- Employee Benefits
- Investments
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