Wealth Concierge Specialist: High-Net-Worth Client Support

Charles Schwab; Phoenix (AZ); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab Wealth Advisory is seeking a Concierge to support high net-worth clients, Wealth Advisors, and internal partners by managing operational requests and delivering exceptional service. You will work on-site at our Phoenix location through 2026, with a planned transition to Scottsdale.

This role emphasizes relationship management, process discipline, and an ability to balance priorities. Success is driven by client experience, clear communication, and attention to detail, with growth

Qualifications

• Active and valid 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 for high net-worth clients.
• Deliver high-touch service and anticipate client needs.
• Support Wealth Advisors and internal partners to create positive client outcomes.
• Build trusted partnerships across the organization in a fast-paced environment.

Skills

FINRA Series 7

FINRA Series 66/63/65

Client service

Salesforce CRM

Tools

Salesforce

Job description

Schwab Wealth Advisory is seeking a Concierge to support high net-worth clients, Wealth Advisors, and internal partners by managing operational requests and delivering exceptional service. You will work on-site at our Phoenix location through 2026, with a planned transition to Scottsdale.

This role emphasizes relationship management, process discipline, and an ability to balance priorities. Success is driven by client experience, clear communication, and attention to detail, with growth