Specialist, CS&S Private Client Services
Your Opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
We are seeking licensed professionals who enjoy a challenging and fast-paced work environment and want to make an impact on clients’ lives. As a High-Net-Worth Specialist, you will utilize your growing expertise to champion our high-net-worth investors’ personal financial goals, working as the first point of contact as they call in for support and guidance. You’ll have the opportunity to develop skillsets including fundamental and technical trading and securities mechanics, while also expanding your knowledge on key areas of industry focus. This can include hands-on training with managed products and robo-advising tools, further licensing aimed at developing future leaders and advice/guidance roles, as well as additional training in our specialized client segment. If you hold client service to a high standard, have a passion for continuous learning and development, and are eager to share market and economic knowledge with clients on a specialized team, this role could be for you.
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required:
- Series 7 and 63 or 66
- Minimum 1 year of experience in Financial Services and/or Brokerage Services
Preferred:
- Strong market knowledge and trading experience; ability to proactively discuss trading topics and appropriate solutions with clients
- Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
- Ability to ask appropriate, probing questions to clearly understand the client’s needs, using good judgment when responding, and selecting language and examples tailored to the specific experience level of the client
- Collaborative and relationship-focused work style with demonstrated success in a team environment
- Strong candidates will have practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance