Charles Schwab · 3 months ago
Sr Specialist, Service Associate - Schwab Wealth Advisory
US-AZ-Phoenix
Full-time
Onsite
Entry, Mid Level
$26.88/hr - $38.51/hr
2+ years expCharles Schwab is a leading financial services firm, and they are seeking a Sr. Specialist, Service Associate to support their Wealth Advisory clients. In this role, you will provide exceptional service, technical assistance, and build strong client relationships while developing expertise in wealth management.
Financial Services
Responsibilities
Support Schwab Wealth Advisory clients through client-facing, in-bound phone interactions
Deliver extraordinary and consistent service to clients
Provide technical assistance and place solicited trades for clients
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
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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