Your opportunity

Our Ultra High Net Worth team is apart of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

You can learn more about our client offerings at: Charles Schwab - Investor Services

What you have

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

Bachelor's degree or equivalent work related experienceActive and valid Series 7 and 63 required Active and valid Series 9/10 is requiredNotary preferredMinimum of 2 years in a client service capacityUnderstanding of the financial services industry and/or securities industry is required Solid understanding of regulatory and compliance policies associated with brokerage businessDemonstrated experience handling client concerns and issues with tact and diplomacyDemonstrated passion for building strong, personal relationships with our clients and the ability to uncover client needs Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneouslyEffective time management skills, with the ability to prioritize issues and invest time where appropriateOutstanding written and oral communication skillsNeed to be able to build and maintain good cross enterprise working relationships
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.

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job