Charles Schwab · 2 days ago
Sr Specialist, Service Associate - Schwab Wealth Advisory
Phoenix, AZ, US
Full-time
Onsite
Mid, Senior Level
$26.88/hr - $38.51/hr
2+ years expCharles Schwab is a financial services firm that empowers its employees to make an impact on their careers. The Sr. Specialist, Service Associate role involves supporting Schwab Wealth Advisory clients by delivering exceptional service, providing technical assistance, and strengthening client relationships in the areas of portfolio management and financial planning.
Financial Services
Responsibilities
Build on growing expertise to 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
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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