Sr. Specialist, Service Associate - Schwab Wealth Advisory

Charles Schwab; Orlando (FL); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Job summary

Charles Schwab is seeking a detail-oriented inbound support professional for Schwab Wealth Advisory in Orlando. You will triage and resolve service requests, document interactions, and help advisors and clients with timely updates and clear guidance.

The role emphasizes collaboration, process discipline, and growth opportunities within wealth-advisory operations and client support teams.

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

• Respond to inbound needs, clarify requests, resolve issues, and deliver consistent service.
• Document requests clearly, share timely updates, and explain processes to advisors, clients, and partners.
• Maintain accuracy in case management, workflows, documentation and follow-up.
• Navigate inquiries, route work, and assist with operational, planning, and service requests.

Skills

FINRA Series 7

FINRA Series 66/63/65

Financial services experience

CRM knowledge

Salesforce

Tools

Salesforce

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 location.

Schwab Wealth Advisory is Schwab’s premier fee-based wealth management program, dedicated to helping clients achieve their financial goals through personalized advice and tailored solutions. As part of the Centralized Support Team, you will serve as a dedicated inbound resource for Schwab Wealth Advisory, supporting high-net-worth clients and key internal business partners by receiving, triaging, and resolving service and operational requests. In this role, you will help create positive client and advisor outcomes through responsive support, consistent follow-through, and strong partnership across Schwab Wealth Advisory.

Success in this role is driven by skills rather than a specific career path.

• Using your client and advisor support experience, you will respond to inbound needs, clarify requests, resolve issues, and deliver a consistent service experience.
• Through oral and written communication, you will document requests clearly, share timely updates, and explain processes and operating standards to advisors, clients, and business partners.
• Your attention to detail will ensure accuracy in case management, operational workflows, documentation, and follow-up activities.
• Leveraging process discipline, sound judgment, and available resources, you will navigate inbound inquiries, route work appropriately, and help resolve operational, planning, and service-related requests.

As part of a collaborative inbound support team, you will build trusted partnerships across Schwab Wealth Advisory while balancing multiple priorities in a fast-paced environment. Schwab is committed to your growth through coaching, training, and development opportunities that will help you build expertise in wealth management operations, advisor support, relationship management, and financial services. This is an opportunity to make a meaningful impact while developing the skills and experience needed for future career growth within Schwab Wealth Advisory.

Required 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

Preferred Qualifications

• Experience in inbound advisor, client, or operational support
• Experience supporting financial advisors, wealth management teams, or advisor-service workflows
• Experience with CRM, case management, or workflow platforms such as Salesforce

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