Wealth Advisory Support Specialist

Charles Schwab Careers; Phoenix (AZ); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid work model

401(k) match

Employee stock purchase plan

Paid vacation and volunteering

Sabbatical after 5 years

Job summary

Charles Schwab is seeking a dedicated inbound support professional for Schwab Wealth Advisory in the Phoenix metro area. The role emphasizes responding to client and advisor requests, documenting needs, and ensuring timely, accurate case handling in alignment with firm standards.

Qualified candidates will possess FINRA Series 7 and Series 66/63/65 licenses (or obtain within 120 days) and have at least one year of financial services experience.

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
• Experience with CRM, case management, or workflow platforms such as Salesforce

Responsibilities

• Respond to inbound needs, clarify requests, resolve issues, and deliver a consistent service experience.
• 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.
• Leverage process discipline, sound judgment, and available resources to navigate inbound inquiries and route work appropriately.

Skills

Client and advisor support

Oral and written communication

Attention to detail

Process discipline

Tools

Salesforce

Job description

Charles Schwab is seeking a dedicated inbound support professional for Schwab Wealth Advisory in the Phoenix metro area. The role emphasizes responding to client and advisor requests, documenting needs, and ensuring timely, accurate case handling in alignment with firm standards.

Qualified candidates will possess FINRA Series 7 and Series 66/63/65 licenses (or obtain within 120 days) and have at least one year of financial services experience.