Charles Schwab · 16 hours ago
Sr. Specialist, Service Associate - Schwab Wealth Advisory
US-CO-Lone Tree
Full-time
Onsite
Entry, Mid Level
$29.52/hr - $42.31/hr
2+ years expCharles Schwab is a financial services company that empowers employees to impact their careers. The Sr. Specialist, Service Associate role involves supporting Schwab Wealth Advisory clients through in-bound phone interactions, providing technical assistance, and strengthening client relationships in wealth management.
Financial Services
Responsibilities
Deliver extraordinary and consistent service to Schwab Wealth Advisory clients
Provide technical assistance and place solicited trades
Strengthen client relationships by providing 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
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