Wealth Concierge Specialist | High-Impact Client Support

Charles Schwab; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab's Schwab Wealth Advisory is seeking a Concierge to support high-net-worth clients and Wealth Advisors by handling operational requests and delivering exceptional service. You will manage client interactions, coordinate with internal partners, and help ensure accurate and timely workflows.

You will collaborate with a tight-knit team of 10–12 professionals, building trusted partnerships across the organization.

Qualifications

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

Responsibilities

• Provide high-touch service to high-net-worth clients and support Wealth Advisors.
• Manage operational requests, case management, and follow-up activities.
• Communicate processes clearly with advisors and business partners.

Skills

FINRA Series 7

FINRA Series 66/63/65

Financial services experience

Salesforce

Tools

Salesforce

Job description

Charles Schwab's Schwab Wealth Advisory is seeking a Concierge to support high-net-worth clients and Wealth Advisors by handling operational requests and delivering exceptional service. You will manage client interactions, coordinate with internal partners, and help ensure accurate and timely workflows.

You will collaborate with a tight-knit team of 10–12 professionals, building trusted partnerships across the organization.