Sr. Specialist, Service Associate - Schwab Wealth Advisory

Job Details

Position Type: Regular

Location: Hybrid remote in Westlake, TX 76262

Role Overview

In the Centralized Service & Operations group, this Sr. Specialist, Service Associate role supports Schwab Wealth Advisory clients on a client-facing inbound phone team. You will leverage your growing expertise to deliver consistent, high-quality service. Through mentorship, coaching, and ongoing training, you will build a solid foundation in wealth management, serving as a subject matter expert with clients while providing technical assistance and placing solicited trades. You will strengthen client relationships by addressing questions about portfolio management, financial planning, and the markets and economy. This position offers a clear path toward becoming a Wealth Advisor, reflecting Schwab's emphasis on development and contribution to the Schwab Wealth Advisory Investment strategy.

What you have

Required Qualifications

• Undergraduate degree required
• Active and valid FINRA Series 7 license required
• Active and valid FINRA 66 license required (may be obtained with a 120-day COE)
• Minimum 2 years of experience in the financial services industry working directly with clients

Preferred Qualifications

• 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
• Ability to build and maintain good cross departmental working relationships

What’s in it for you

At Schwab, you are empowered to shape your future. We support your growth through meaningful work, ongoing learning, and a culture of trust and collaboration, helping you develop the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances flexibility with the value of in-person collaboration for our clients and teams.

• 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