Specialist, CS&S Private Client Services

The Charles Schwab Corporation; Austin (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical program

Parental leave and family benefits

Tuition reimbursement

Job summary

The Charles Schwab Corporation in Austin, TX seeks a High-Net-Worth Specialist to serve as the first point of contact for high-net-worth clients, guiding them on personal financial goals and trading fundamentals.

This role offers hands-on training with managed products and robo-advising tools, with licensing opportunities to advance within our specialized client segment and a strong emphasis on client service and ongoing learning.

Qualifications

• Series 7 and Series 63/66 are required.
• Minimum 1 year of experience in Financial Services and/or Brokerage Services.

Responsibilities

• Be the first point of contact for high-net-worth clients and provide guidance on financial goals.
• Discuss trading topics and solutions with clients, and explain market concepts clearly.
• Support client onboarding and ongoing advisory activities with focus on risk and compliance.

Skills

Series 7

Series 63/66

Job description

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

We are seeking licensed professionals who enjoy a challenging and fast-paced work environment and want to make an impact on clients’ lives. As a High-Net-Worth Specialist, you will utilize your growing expertise to champion our high-net-worth investors’ personal financial goals, working as the first point of contact as they call in for support and guidance. You’ll have the opportunity to develop skillsets including fundamental and technical trading and securities mechanics, while also expanding your knowledge on key areas of industry focus. This can include hands‑on training with managed products and robo‑advising tools, further licensing aimed at developing future leaders and advice/guidance roles, as well as additional training in our specialized client segment. If you hold client service to a high standard, have a passion for continuous learning and development, and are eager to share market and economic knowledge with clients on a specialized team, this role could be for you.

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required:

• Series 7 and 63 or 66
• Minimum 1 year of experience in Financial Services and/or Brokerage Services

Preferred:

• Strong market knowledge and trading experience; ability to proactively discuss trading topics and appropriate solutions with clients
• Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
• Ability to ask appropriate, probing questions to clearly understand the client’s needs, using good judgment when responding, and selecting language and examples tailored to the specific experience level of the client
• Collaborative and relationship-focused work style with demonstrated success in a team environment
• Strong candidates will have practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance