Sr. Specialist, Service Associate - Schwab Wealth Advisory

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

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 at our “Phoenix Peak”location, 2423 E Lincoln Dr.through the remainder of 2026, with a planned transition in Q1 2026to our new Schwab Wealth Advisory office located at 8701 E Hartford Dr in Scottsdale.

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 yourclient andadvisorsupport experience, you will respond to inbound needs, clarify requests, resolve issues, and deliver a consistent service experience.

• Throughoral and written communication, you will document requests clearly, share timely updates, and explain processes and operating standards to advisors, clients, and business partners.

• Yourattention to detailwill ensure accuracy in case management, operational workflows, documentation, and follow-up activities.

• Leveragingprocess 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.

What you have

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