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Specialist, CS&S Private Client Services
Charles Schwab • LONE TREE, CO 80130 • Posted 1 day ago
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Hybrid • Full-time • Junior Level
Job Highlights
Using AI ⚡ to summarize the original job post
As a High-Net-Worth Specialist at Charles Schwab, you will be the first point of contact for high-net-worth investors, championing their personal financial goals. This role involves utilizing expertise in fundamental and technical trading, securities mechanics, and industry focus areas, with opportunities for hands-on training in managed products, robo-advising tools, and additional licensing. The position is based in Lone Tree, Colorado, with a hybrid work schedule post-training, and is ideal for individuals passionate about continuous learning, market and economic knowledge sharing, and working in a challenging and fast-paced environment.
Responsibilities
- Utilize expertise to champion high-net-worth investors' personal financial goals
- Serve as the first point of contact for investors calling in for support and guidance
- Develop skillsets including fundamental and technical trading and securities mechanics
- Expand knowledge on key areas of industry focus
- Participate in hands-on training with managed products and robo-advising tools
- Pursue additional licensing aimed at developing future leaders and advice/guidance roles
- Engage in additional training in specialized client segment
Qualifications
Required
- Series 7 and 63 or 66
- 1-2 years of experience in Financial Services and/or Brokerage Services
Preferred
- Series 66 or 9/10
- Strong market knowledge and trading experience
- Ability to proactively discuss trading topics and appropriate solutions with clients
- Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy
- Ability to ask appropriate, probing questions to clearly understand the client’s needs
- Collaborative and relationship-focused work style
- Strong candidates will have practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic
Full Job Description
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We are seeking licensed professionals who enjoy a challenging and fast-paced work environment and want to make an impact on clients’ lives. As a High-Net-Worth Specialist, you will utilize your growing expertise to champion our high-net-worth investors’ personal financial goals, working as the first point of contact as they call in for support and guidance. You’ll have the opportunity to develop skillsets including fundamental and technical trading and securities mechanics, while also expanding your knowledge on key areas of industry focus. This can include hands-on training with managed products and robo-advising tools, further licensing aimed at developing future leaders and advice/guidance roles, as well as additional training in our specialized client segment. If you hold client service to a high standard, have a passion for continuous learning and development, and are eager to share market and economic knowledge with clients on a specialized team, this role could be for you.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
NOTE: This position is based in Lone Tree, Colorado and available for a Hybrid schedule post training.
What you have
Required Qualifications
- Series 7 and 63 or 66
- 1-2 years of experience in Financial Services and/or Brokerage Services
Preferred Qualifications
- Series 66 or 9/10
- Strong market knowledge and trading experience; ability to proactively discuss trading topics and appropriate solutions with clients
- Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
- Ability to ask appropriate, probing questions to clearly understand the client’s needs, using good judgment when responding, and selecting language and examples tailored to the specific experience level of the client
- Collaborative and relationship-focused work style with demonstrated success in a team environment
- Strong candidates will have practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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