Senior Wealth Concierge Specialist

Charles Schwab; Orlando (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Concierge for Schwab Wealth Advisory in Orlando. You will support high net-worth clients and Wealth Advisors by handling operational requests, delivering exceptional service, and helping create positive client outcomes.

The role emphasizes collaboration, strong communication, and attention to detail in a fast-paced wealth management environment, with opportunities to grow within Schwab Wealth Advisory.

Qualifications

• Active and valid FINRA Series 7 license.
• Active and valid FINRA Series 66 or Series 63/65 license (or obtained within 120 days).
• Minimum 1 year of financial services experience.

Responsibilities

• Support high-net-worth clients and Wealth Advisors with operational requests.
• Deliver high-touch service and thoughtful client outcomes.
• Communicate processes clearly to advisors and business partners.
• Assist with portfolio management, financial planning, and market inquiries.

Skills

FINRA Series 7 license

FINRA Series 66/63/65 license

CRM tools (Salesforce)

Tools

Salesforce

Job description

Charles Schwab is seeking a Concierge for Schwab Wealth Advisory in Orlando. You will support high net-worth clients and Wealth Advisors by handling operational requests, delivering exceptional service, and helping create positive client outcomes.

The role emphasizes collaboration, strong communication, and attention to detail in a fast-paced wealth management environment, with opportunities to grow within Schwab Wealth Advisory.