Elite Private Wealth Client Specialist (On-Site)

The Charles Schwab Corporation; Westlake (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking top professionals for Schwab Private Wealth Services (SPWS) in Westlake, TX. The role focuses on serving elite brokerage clients with $10 million and more, delivering exceptional service, and owning client issues from start to finish.

You will collaborate with Financial Consultants and participate in a merit-based growth culture. Strong knowledge of trading, market conditions, and client education is essential, with the ability to build lasting

Qualifications

• Series 7 and 63
• Excellent analytical skills with the ability to mitigate risk and adhere to policies

Responsibilities

• Educate clients and guide them through investing needs.
• Be a client advocate and address issues end-to-end.
• Uncover solutions-based options and execute transactions.
• Partner with Financial Consultants for business opportunities.
• Build client/internal relationships and contribute to team success.
• Participate in a merit-based performance culture.

Skills

Licenses: Series 7 & 63

Analytical skills

Risk mitigation

Client service mindset

Questioning skills

Team collaboration

Communication skills

Job description

The Charles Schwab Corporation is seeking top professionals for Schwab Private Wealth Services (SPWS) in Westlake, TX. The role focuses on serving elite brokerage clients with $10 million and more, delivering exceptional service, and owning client issues from start to finish.

You will collaborate with Financial Consultants and participate in a merit-based growth culture. Strong knowledge of trading, market conditions, and client education is essential, with the ability to build lasting