Hybrid Wealth Advisory Support Specialist

Charles Schwab; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Paid vacation

Sabbatical program

Parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab, Phoenix-based Schwab Wealth Advisory, seeks an inbound support professional to assist high-net-worth clients and internal partners. You will triage requests, document details, and ensure timely resolutions while upholding service standards in a collaborative, client‑focused environment.

The role emphasizes licenses (Series 7, Series 66/63/65), at least one year in financial services, and experience with CRM platforms like Salesforce.

Qualifications

• Active FINRA Series 7 license is required.
• Active Series 66 or Series 63/65 license (or obtained within 120 days).
• Minimum 1 year of financial services experience.
• Experience with CRM or Salesforce is preferred.

Responsibilities

• Respond to inbound needs from Schwab Wealth Advisory clients and advisors, clarify requests, resolve issues, and deliver consistent service.
• Document requests clearly and share timely updates, explaining processes and standards to clients and partners.
• Maintain accurate case management and follow-up across workflows with attention to detail.
• Navigate inbound inquiries, route work appropriately, and support advisor-service workflows.

Skills

FINRA Series 7

Series 66/63/65

Financial services experience

CRM Salesforce

Inbound advisor support

Tools

Salesforce

Job description

Charles Schwab, Phoenix-based Schwab Wealth Advisory, seeks an inbound support professional to assist high-net-worth clients and internal partners. You will triage requests, document details, and ensure timely resolutions while upholding service standards in a collaborative, client‑focused environment.

The role emphasizes licenses (Series 7, Series 66/63/65), at least one year in financial services, and experience with CRM platforms like Salesforce.