Sr. Specialist, Service Associate - Schwab Wealth Advisory

Your Opportunity

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 location. 

Schwab Wealth Advisory is Schwab’s premier fee-based wealth management program, dedicated to helping clients achieve their financial goals through personalized advice and tailored solutions. As part of the Centralized Support Team, you will serve as a dedicated inbound resource for Schwab Wealth Advisory, supporting high-net-worth clients and key internal business partners by receiving, triaging, and resolving service and operational requests. In this role, you will help create positive client and advisor outcomes through responsive support, consistent follow-through, and strong partnership across Schwab Wealth Advisory.  

Success in this role is driven by skills rather than a specific career path. 

• Using your client and advisor support experience, you will respond to inbound needs, clarify requests, resolve issues, and deliver a consistent service experience.  

• Through oral and written communication, you will document requests clearly, share timely updates, and explain processes and operating standards to advisors, clients, and business partners.  

• Your attention to detail will ensure accuracy in case management, operational workflows, documentation, and follow-up activities.  

• Leveraging process discipline, sound judgment, and available resources, you will navigate inbound inquiries, route work appropriately, and help resolve operational, planning, and service-related requests.  

As part of a collaborative inbound support team, you will build trusted partnerships across Schwab Wealth Advisory while balancing multiple priorities in a fast-paced environment. Schwab is committed to your growth through coaching, training, and development opportunities that will help you build expertise in wealth management operations, advisor support, relationship management, and financial services. This is an opportunity to make a meaningful impact while developing the skills and experience needed for future career growth within Schwab Wealth Advisory.

What you are good at

As an Associate Private Client Advisor of SPCIA, you will work as a member of a dedicated Schwab Private Client team to deliver a disciplined, objective, non-discretionary advisory relationship designed to help our clients reach their financial goals. In this role you will be responsible for maintaining, growing and deepening relationships with an assigned practice of clients through activities such as:

• Providing exceptional on-going client support by handling day-to-day service requests via phone and email
• Assisting clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio performance data and third-party research
• Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals
• Collaborating to achieve efficient and effective practice management within a team-based environment

We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career with Schwab Private Client Investment Advisory, Inc.

To learn more about the culture at Schwab, click here to meet our people.  

What you have

Required Qualifications

• Active and valid FINRA Series 7 license 

• Active and valid FINRA Series 66 or Series 63/65 license (or obtained within 120 days) 

• Minimum 1 year of financial services experience 

Preferred Qualifications

• Experience in inbound advisor, client, or operational support 

• Experience supporting financial advisors, wealth management teams, or advisor-service workflows 

• Experience with CRM, case management, or workflow platforms such as Salesforce 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities