Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Charles Schwab; Phoenix (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off and volunteering

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Concierge for Schwab Wealth Advisory in the Phoenix area to support high net-worth clients and Wealth Advisors. This role focuses on delivering exceptional service, managing operational requests, and helping achieve positive client outcomes.

The position requires active FINRA Series 7 and Series 66/63/65 licenses (or to obtain within 120 days) and at least 1 year of financial services experience. On-site work at our Phoenix and Scottsdale offices is expected.

Qualifications

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

Responsibilities

• Support high net-worth clients, Wealth Advisors, and internal partners by handling operational requests.
• Deliver high-touch service and ensure accurate case management and follow-up.
• Assist with portfolio management and financial planning inquiries, maintaining processes and standards.

Education

FINRA Series 7 license

FINRA Series 66 or Series 63/65 license (or obtained within 120 days)

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 2026 to 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 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