Advisor Support Associate (Orlando, FL)

Austincc; Orlando (FL); Hybrid; USD 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

Paid time for vacation

Paid parental leave

Zusammenfassung

A financial services company is looking for an Advisor Services Associate in Orlando, Florida. This role involves supporting independent advisory firms through account maintenance, engaging in client calls, and providing exceptional service. Candidates should have at least one year of customer service experience and the ability to problem-solve. The position offers a hybrid work model, a strong benefits package, and opportunities for professional growth, including eligibility for licensing programs after initial training.

Qualifikationen

• Minimum 1 year of customer service or professional relationship experience.
• Demonstrated ability to create positive experiences by listening actively.
• Proven track record of maintaining high standards of work quality.
• Willingness to learn and adapt to new tools and processes.
• Open to earning Series 7 & 63/66 licenses after 90 days.

Aufgaben

• Support independent advisory firms with essential account maintenance.
• Engage in a mix of inbound and outbound calls to assist advisors.
• Navigate complex scenarios and take ownership of outcomes.
• Navigate complex scenarios with resourcefulness and ownership.

Kenntnisse

Customer service experience

Problem solving

Active listening

Ability to follow through

Use of technology

Ausbildung

Bachelor’s degree or equivalent work experience

Jobbeschreibung

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***This position will start May 4th, 2026***

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.

When you join Schwab as an Advisor Services Associate, you become part of a team that puts people first—our clients, our advisors, and each other.You’llsupport independent advisory firms with the tools and servicesthey need to succeed. Whether or notyou’veworked in finance before, your ability to learn, solve problems, and build trust will set you up for success.

In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do.In this role, you will build trust and inspire confidence through exceptional service, one interaction at a time, while working in a fast-paced, dynamic service center environment.You’llengage in a mix of inbound and outbound calls, supporting advisors with essential account maintenance and helping them succeed in their day-to-day business. Through on-the-job training,you’llgain deep knowledge of financial services and learn how to discuss topics like new accounts, transaction status, money movement, and retirement services with clarity and confidence.

You’llnavigate complex scenarios with resourcefulness, take ownership of outcomes, and adapt quickly as you grow.Ifyou’relooking for a place where learning is constant, your contributions matter, and your growth is supported, this may be the role for you.

What you have

Required Qualifications:

• Minimum 1 yearof customer service or building professional relationships—whether through volunteer work, internships, school activities, or other meaningful experiences
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues
• Proventrack record of following through on tasks, meeting deadlines, andmaintaininghigh standardsof work quality
• Ability to receive feedback, apply it to your performance, and grow through new challenges or changing expectations
• Demonstrated ability to review situations, think through next steps, and find practical solutionsutilizing available resources

Preferred Qualifications:

• Bachelor’s degree or equivalent work experience
• Aptitude to learn new tools and concepts and apply them quickly
• Demonstrated ability to use technology confidently and support others in adopting digital tools
• Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals
• You’ll have the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first90 days.

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