High Net Worth Private Client Services Specialist (Hybrid)
The Charles Schwab Corporation
A complete application in a minute — tailored resume and cover letter, ready to send.
Job summary
The Charles Schwab Corporation in Phoenix is seeking a High Net Worth Services Specialist to serve our elite brokerage clients. You will apply your trading knowledge and client-service skills to help clients navigate markets and opportunities.
This on-site role emphasizes building trusted relationships, maintaining compliance, and collaborating with a team to deliver superior service. Licensing requirements include Series 7 and 63, with expected proactive communication and strong integrity.
Qualifications
- Series 7 and 63 licenses required.
- Minimum 6 months in client service or brokerage-related roles.
- Strong analytical abilities and risk awareness.
Skills
Job description
The Charles Schwab Corporation in Phoenix is seeking a High Net Worth Services Specialist to serve our elite brokerage clients. You will apply your trading knowledge and client-service skills to help clients navigate markets and opportunities.
This on-site role emphasizes building trusted relationships, maintaining compliance, and collaborating with a team to deliver superior service. Licensing requirements include Series 7 and 63, with expected proactive communication and strong integrity.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
