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Service Associate - Schwab Wealth Advisory | Lone Tree, CO | Phoenix, AZ

Charles Schwab
Lone Tree, CO | Phoenix, AZ
Dependent on Experience
Closing date
Sep 10, 2022

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Job Role
Registered Representative
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary
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Job Details

Your Opportunity:

Schwab Wealth Advisory is Schwab’s premier, fee-based, and non-discretionary wealth management program, passionate about delivering exceptional service to help clients achieve their financial goals. We believe that wealth management should be designed to reflect clients’ unique circumstances and needs. As a Service Associate, you will deliver premium service in wealth management to our high-net-worth clients through inbound calls.

We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Service Associate. 


What you are good at:

As a Service Associate, you will be a part of a fast-paced environment on a small, highly reciprocal team of 10-15 professionals. You will play an integral role to the success of Schwab Wealth Advisory by servicing our premier clients virtually via inbound calls. You will be responsible for delivering extraordinary and consistent service experiences, providing technical assistance, placing solicited trades, and strengthening client relationships. You will leverage your client facing experience to provide resolutions on foundational questions regarding portfolio management, financial planning, and financial markets/economy.

This opportunity will allow you build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. Your manager will be focused on your professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory. 

Other areas where you will maintain and grow your competencies:

  • Customer Orientation:
    • Provide white glove service through strong problem resolution and anticipating client needs to result in first contact resolution.
  • Exceptional Oral and Written Communication:
    • Highly effective communication skills and the ability to articulate our approach to advice, portfolio construction, and planning.
  • Thoroughness:
    • Strong acumen for service accuracy and client follow up. Proactively leverage tools and resources within their problem-solving process. Strong accuracy in placing trades with minimal errors.
  • Building Collaborative Relationships:
    • Ability to connect with others in a way that fosters trust and creates collaborative relationships; Must be able to develop and maintain good cross departmental working relationships.
  • Fostering Teamwork:
    • Ability to collaborate and support team members through a relational work style. Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.


What you have:

We place a premium on high performance, quality service and the ability to contribute to the SWAI strategy. Essential skills include:

  • Active and valid FINRA Series 7 license required
  • Active and valid FINRA 66 licenses required (may be obtained with a 120-day COE)
  • Minimum 1 year of experience in the financial services industry
  • Experience servicing high-net-worth clients preferred


Financial services can be complicated. Charles Schwab is trying to fix that. They have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow. Their purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.
Find Us
2423 E Lincoln Dr.
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