Wealth Advisory Support Specialist - FINRA Licensed

Charles Schwab; Scottsdale (AZ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and volunteering

Sabbatical after every 5 years of long

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a dedicated advisor-support professional to join Schwab Wealth Advisory's Centralized Support Team. The role focuses on inbound client and advisor inquiries, triage, and timely issue resolution to drive positive outcomes for clients and internal partners.

You will document requests, share updates clearly, and collaborate across teams to ensure service consistency and accurate case management during on-site and hybrid work at our Phoenix/Scottsdale locations.

Qualifications

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

Responsibilities

• Respond to inbound needs, clarify requests, resolve issues, and deliver a consistent service experience.
• Document requests clearly, share timely updates, and explain processes to advisors, clients, and partners.
• Maintain accurate case management, workflows, and follow-up activities.
• Navigate inquiries, route work, and support operational, planning, and service-related requests.

Skills

Client support experience

Communication

Attention to detail

Tools

Salesforce

CRM platforms

Job description

Charles Schwab is seeking a dedicated advisor-support professional to join Schwab Wealth Advisory's Centralized Support Team. The role focuses on inbound client and advisor inquiries, triage, and timely issue resolution to drive positive outcomes for clients and internal partners.

You will document requests, share updates clearly, and collaborate across teams to ensure service consistency and accurate case management during on-site and hybrid work at our Phoenix/Scottsdale locations.