Senior Client Analyst, Wealth & Asset Solutions

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Charles Schwab Corporation seeks a Senior Client Analyst to broaden field coverage, support Financial Consultants and Wealth Advisors, and drive adoption of SWA and SMA solutions. You will lead training, attend client calls, and influence strategic initiatives across the field.

The role combines advisory coverage, education delivery, and project leadership to enhance field effectiveness and communications with cross-functional teams.

Qualifications

• Active FINRA Series 7 and 66 licenses are required.
• Bachelor’s degree in a business or related field is required.
• 5–7 years of experience in financial services or advisor support.
• Solid understanding of investment products and advisor workflows.
• Ability to manage multiple responsibilities across initiatives.
• Excellent written and verbal communication; strong presentation skills.

Responsibilities

• Expand FC/WA coverage and improve advisor touchpoints.
• Support FC/WA calls and client calls as a product SME.
• Lead or contribute to event planning, branch preparation, and follow-up.
• Provide coverage for FC/WA relationships to promote SMA/SWA adoption.
• Collaborate with SWA BDO for client meetings and follow-up.
• Gather field insights and relay feedback to Product, Marketing, and leadership.

Skills

FINRA Series 7/66 licenses

Wealth management knowledge

Multi-tasking

Strong communication

Client advisory experience

Presentation skills

Education

Bachelor's degree

Tools

Salesforce

Job description

Charles Schwab Corporation seeks a Senior Client Analyst to broaden field coverage, support Financial Consultants and Wealth Advisors, and drive adoption of SWA and SMA solutions. You will lead training, attend client calls, and influence strategic initiatives across the field.

The role combines advisory coverage, education delivery, and project leadership to enhance field effectiveness and communications with cross-functional teams.