Sr. Specialist, Service Concierge - 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 a Concierge, you will support high net-worth clients, Wealth Advisors, Associate Wealth Advisors, and key internal business partners by managing operational requests, delivering exceptional service, and helping create positive client outcomes.
Success in this role is driven by skills rather than a specific career path.
- Using your client experience, you will anticipate needs, resolve issues, and deliver a high-touch service experience.
- Through oral and written communication, you will articulate processes and operating standards clearly to advisors and business partners.
- Your attention to detail will ensure accuracy in case management, operational workflows, and follow-up activities.
- Leveraging process discipline, sound judgment, and available resources, you will help resolve portfolio management, financial planning, and market-related inquiries.
As part of a collaborative team of 10–12 professionals, you will build trusted partnerships across the organization 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 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 servicing high-net-worth clients
- Experience supporting financial advisors
- Experience with CRM platforms such as Salesforce
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
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 servicing high-net-worth clients
- Experience supporting financial advisors
- Experience with CRM platforms such as Salesforce
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.