Service Associate, Schwab Wealth Advisory

Location Oakland, FL (34760)
Job Type Full Time
Posted 59 days ago
Company Charles Schwab
Position Type: RegularYour Opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing.

The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.

As a Service Associate, you will deliver premiumservicein wealth management to our high-net-worth clients through inbound calls. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Service Associate.

To learn more about the culture at Schwab, click here to meet our people. What you are good at As a Service Associate,you will be a part of a fast-paced environment on a small, highly reciprocal team of 10-15 professionals.You will play an integral role to the success of Schwab Wealth Advisory by servicing our premier clients virtually via inbound calls.

You will be responsiblefor delivering extraordinary and consistent service experiences, providing technical assistance, placing solicited trades, and strengthening client relationships. You will leverage your client facing experience to provide resolutions on foundational questions regarding portfolio management, financial planning, and financial markets/economy. Thisopportunitywill allow you build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor.

Your manager will be focused on your professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. Other areas where you will maintain and grow your competencies: Customer Orientation: Provide white glove service through strong problem resolution and anticipating client needs to result in first contact resolution. Exceptional Oral and Written Communication: Highly effective communication skills and the ability to articulate our approach to advice, portfolio construction, and planning.

Thoroughness: Strong acumen for service accuracy and client follow up. Proactively leverage tools and resources within their problem-solving process. Strong accuracy in placing trades with minimal errors.

Building Collaborative Relationships:Ability to connect with others in a way that fosters trust and creates collaborative relationships;Must be able to develop and maintain good cross departmental working relationships. Fostering Teamwork: Ability to collaborate and support team members through a relational work style. Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.

What you have We place a premium on high performance, quality service and the ability to contributeto the SWAI strategy. Essential skills include: Active and valid FINRA Series 7 license required Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE) Minimum 1 year of experience in the financial services industry Experience servicing high-net-worth clients preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Why work for us? Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams.

Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home-today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281. TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer.

At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives