Wealth Concierge for High‑Net‑Worth Clients (Hybrid)

Charles Schwab Careers; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Concierge in the Schwab Wealth Advisory team in Phoenix to support high net-worth clients and Wealth Advisors by managing operational requests and delivering high-touch service.

Active FINRA Series 7 and Series 66/63/65 licenses (or obtained within 120 days) and at least 1 year of financial services experience are required, with the role offering growth, collaboration, and a hybrid/work-on-site arrangement.

Qualifications

• Active 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

Responsibilities

• Manage operational requests and deliver high-touch service for high net-worth clients
• Support Wealth Advisors, Associate Wealth Advisors, and internal partners
• Assist with portfolio management, financial planning, and market-related inquiries
• Build trusted partnerships across the organization while balancing priorities

Skills

client experience

oral and written communication

attention to detail

process discipline

Tools

Salesforce

Job description

Charles Schwab is seeking a Concierge in the Schwab Wealth Advisory team in Phoenix to support high net-worth clients and Wealth Advisors by managing operational requests and delivering high-touch service.

Active FINRA Series 7 and Series 66/63/65 licenses (or obtained within 120 days) and at least 1 year of financial services experience are required, with the role offering growth, collaboration, and a hybrid/work-on-site arrangement.