Financial Client Relationship Advisor

Charles Schwab Corporation; Saint Paul (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

Charles Schwab Corporation in Minnesota seeks a client-focused professional to support individuals and families with their financial needs, from retirement planning to everyday investing.

Role emphasizes high performance, quality service, and compliant handling of brokerage accounts within the Schwab Investor Services framework. Strong written and oral communication are essential, with the ability to manage multiple client inquiries simultaneously and work both independently and in a team.

Qualifications

• Bachelor's degree or equivalent experience required.
• Active Series 7 license required (may be obtained after employment).
• Active Series 63 license required (may be obtained after employment).
• Notary preferred.
• Minimum 12 months in a client service industry.

Skills

Client service experience

Communication skills

Multitasking

Team collaboration

Diplomacy/tact

Education

Bachelor's degree or equivalent experience

Job description

Charles Schwab Corporation in Minnesota seeks a client-focused professional to support individuals and families with their financial needs, from retirement planning to everyday investing.

Role emphasizes high performance, quality service, and compliant handling of brokerage accounts within the Schwab Investor Services framework. Strong written and oral communication are essential, with the ability to manage multiple client inquiries simultaneously and work both independently and in a team.