Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Charles Schwab Careers; Orlando (FL); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after service milestones

Parental leave and family building

Job summary

Charles Schwab in Orlando, FL, is seeking a Concierge to support high net-worth clients, Wealth Advisors, and internal partners by managing operational requests and delivering exceptional service. This role emphasizes high-touch client experiences and collaboration in a on-site setting.

You should hold a FINRA Series 7 license and a Series 66/63/65 license (or obtain within 120 days), with at least one year in financial services.

Qualifications

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

Responsibilities

• Use your client experience to anticipate needs, resolve issues, and deliver a high-touch service experience.
• Through oral and written communication, articulate processes and operating standards clearly to advisors and business partners.
• Maintain accuracy in case management, operational workflows, and follow-up activities with attention to detail.
• Leverage process discipline, sound judgment, and resources to help resolve portfolio management and financial planning inquiries.

Skills

FINRA Series 7 license

FINRA Series 66/63/65 license

Client experience

Oral and written communication

Attention to detail

Process discipline

Tools

Salesforce

Job description

Position Type: Regular

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 a Concierge, you will support high net-worth clients, Wealth Advisors, Associate Wealth Advisors, and key internal business partners by managing operational requests, delivering exceptional service, and helping create positive client outcomes.

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

• Using your client experience, you will anticipate needs, resolve issues, and deliver a high-touch service experience.
• Through oral and written communication, you will articulate processes and operating standards clearly to advisors and business partners.
• Your attention to detail will ensure accuracy in case management, operational workflows, and follow-up activities.
• Leveraging process discipline, sound judgment, and available resources, you will help resolve portfolio management, financial planning, and market-related inquiries.

As part of a collaborative team of 10–12 professionals, you will build trusted partnerships across the organization 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 servicing high-net-worth clients
• Experience supporting financial advisors
• Experience with CRM 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