Wealth & Asset Management Client Analyst – Advisor Education

Charles Schwab Corporation; Westlake (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Charles Schwab Corporation invites a Client Analyst to support the Wealth & Asset Management Solutions (WAMS) team within Wealth & Advice Solutions (WAS). You will educate Schwab client-facing professionals and clients on investment products, philosophy, and performance to help grow assets under management for SMA and wrap accounts, including Schwab Wealth Advisory.

You will collaborate with Regional Directors, BDOs, and branch teams to deliver education, respond to inquiries, and participate in

Qualifications

• Active FINRA Series 7 & 66 licenses required.
• Bachelor’s degree required.
• Minimum 5 years of financial services experience.

Responsibilities

• Monitor and respond to questions on SAM solutions from Schwab client facing professionals.
• Research and communicate portfolio related questions on behalf of WAMS Regional Directors.
• Partner with Regional Directors and BDOs in branch meetings and financial consultant outreach.
• Represent Wealth and Asset Management Solutions in Schwab branches, call centers and training sessions.
• Assist with client event planning and execution.
• Develop a deep understanding of SAM investment solutions and Schwab Wealth Advisory.

Skills

FINRA licenses

Education

Bachelor’s degree

Job description

Charles Schwab Corporation invites a Client Analyst to support the Wealth & Asset Management Solutions (WAMS) team within Wealth & Advice Solutions (WAS). You will educate Schwab client-facing professionals and clients on investment products, philosophy, and performance to help grow assets under management for SMA and wrap accounts, including Schwab Wealth Advisory.

You will collaborate with Regional Directors, BDOs, and branch teams to deliver education, respond to inquiries, and participate in