Charles Schwab · 1 month ago
Sr Specialist, Service Associate - Schwab Wealth Advisory
US-IN-Indianapolis
Full-time
Onsite
Mid, Senior Level
$26.88/hr - $38.51/hr
2+ years expCharles Schwab is a financial services company, and they are seeking a Sr. Specialist, Service Associate to support Schwab Wealth Advisory clients. The role involves providing exceptional service through client interactions, technical assistance, and developing expertise in wealth management.
Financial Services
Responsibilities
Support our Schwab Wealth Advisory clients
Deliver extraordinary and consistent service
Provide technical assistance and place solicited trades
Strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy
Qualification
Required
Undergraduate degree required
Active and valid FINRA Series 7 license required
Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE)
Minimum 2 year of experience in the financial services industry working directly with clients
Preferred
Experience servicing high-net-worth clients
General understanding of brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Excellent written and oral communication skills, attention to detail
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Need to be able to build and maintain good cross departmental working relationships
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
Company data provided by crunchbase