Wealth & Asset Management Client Analyst — Educate Advisors

Charles Schwab; Westlake (TX); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5 y

Paid parental leave and family-benefit

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Westlake, TX seeks a Client Analyst to support the Wealth & Asset Management Solutions (WAMS) team. The role provides ongoing education and information about investment products, philosophy, strategy, and performance to client-facing professionals and their clients.

You will help WAMS Regional Directors and BDOs with branch meetings, outreach, and education, focusing on internal and third-party SMAs and Schwab Wealth Advisory integration.

Qualifications

• Active FINRA Series 7 & 66 licenses.
• Bachelor’s degree is required.
• 5 years of financial services experience.
• Excellent communication and client relationship skills.

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 philosophy along with Schwab Wealth Advisory.

Skills

FINRA Series 7 & 66 licenses

Education

Bachelor’s degree

Job description

Charles Schwab in Westlake, TX seeks a Client Analyst to support the Wealth & Asset Management Solutions (WAMS) team. The role provides ongoing education and information about investment products, philosophy, strategy, and performance to client-facing professionals and their clients.

You will help WAMS Regional Directors and BDOs with branch meetings, outreach, and education, focusing on internal and third-party SMAs and Schwab Wealth Advisory integration.