Client Analyst, Wealth and Asset Management Solutions

Charles Schwab; Westlake (TX); Híbrido; USD 80.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5 y

Paid parental leave and family-benefit

Tuition reimbursement

Health, dental, and vision insurance

Descripción de la vacante

Charles Schwab in Westlake, TX seeks a Client Analyst to support the Wealth & Asset Management Solutions (WAMS) team. The role provides ongoing education and information about investment products, philosophy, strategy, and performance to client-facing professionals and their clients.

You will help WAMS Regional Directors and BDOs with branch meetings, outreach, and education, focusing on internal and third-party SMAs and Schwab Wealth Advisory integration.

Formación

• Active FINRA Series 7 & 66 licenses.
• Bachelor’s degree is required.
• 5 years of financial services experience.
• Excellent communication and client relationship skills.

Responsabilidades

• Monitor and respond to questions on SAM solutions from Schwab client facing professionals.
• Research and communicate portfolio related questions on behalf of WAMS Regional Directors.
• Partner with Regional Directors and BDOs in branch meetings and financial consultant outreach.
• Represent Wealth and Asset Management Solutions in Schwab branches, call centers and training sessions.
• Assist with client event planning and execution.
• Develop a deep understanding of SAM investment solutions and philosophy along with Schwab Wealth Advisory.

Conocimientos

FINRA Series 7 & 66 licenses

Educación

Bachelor’s degree

Descripción del empleo

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.

The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise. The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels. The team also supports with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.

We are seeking a Client Analyst within our retail sales team.

What you are good at

The Client Analyst will support the WAMS Regional Directors and SWA Business Development Officers to provide Schwab client facing professionals and clients/prospects with ongoing education, updates and information about investment products, and the investment philosophy, strategy, process, and performance of specific products, thereby increasing assets under management for wealth and asset management offerings. Building trusting relationships with consultants and advisors and providing education and support to their clients is key to the candidates’ success. The primary focus will be to support internal, and 3rdparty SMAs and wrap accounts in addition to Schwab Wealth Advisory (SWA). The main job responsibilities are to:

• Monitor and respond to questions on SAM solutions from Schwab client facing professionals
• Research and communicate portfolio related questions on behalf of WAMS Regional Directors
• Partner with Regional Directors and BDOs in branch meetings and financial consultant outreach
• Represent Wealth and Asset Management Solutions in Schwab branches, call centers and training sessions
• Assist with client event planning and execution
• Develop a deep understanding of SAM investment solutions and philosophy along with Schwab Wealth Advisory.

What you have

Required Qualifications

• Active and valid FINRA Series 7 & 66 licenses
• Bachelor’s degree
• 5 years of financial services experience

Preferred Qualifications

• Experience with wealth management – financial planning and investment planning
• Understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy required.
• Excellent communication skills (oral and written) required.
• Excellent client relationship management and marketing/sales skills
• Excellent time management skills.
• Excellent organizational skills

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