Specialist, High Net Worth Rep

Schwab's core belief is simple, place the client's needs first in all things. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth.

We are champions of investors and are looking for other advocates to join our team as High Net Worth Services Specialists working with our elite brokerage clients. We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets. Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets.  People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer. If this sounds appealing, you’ve come to the right place. Our team consists of a diverse workforce, in all stages of their careers, people looking for a career change or are re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you.

Providing our clients with outstanding experiences is the priority at Schwab. Our goal is to enhance client dedication with every interaction, bringing your personality to your calls to build memorable experiences. With a multiple focus on encouraging client loyalty and employee engagement and development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that allows employees to succeed in all aspects of their careers.

High Net Worth Services Specialists act as an ambassador of Schwab to educate, guide and assist clients. A career in Client Service and Support begins with a substantial client-focused mentality and a strong desire to help clients meet their financial goals.

Schwab takes an innovative investing approach. We build trust and inspire confidence through exceptional service, one connection at a time. Our dedicated specialists provide market insight and one-on-one assistance to help our clients with our unbiased approach to navigating the markets.

Additionally, we provide online research and commentary on current market conditions and investing fundamentals. Whether clients are self-directed or looking to partner with Schwab to manage their portfolios, we are here to help them find the right products to meet their needs and investing goals. We help clients at all stages of investing take charge of their futures and Own Their Tomorrow.

Through your client conversations, you will:

• Educate clients - engage clients in discussions focused on educating and providing guidance related to their investing needs.
• Be a client advocate - Care enough to ask the difficult questions knowing that just one question, the right question, can change a client’s future.
• Uncover solutions based options for clients - client needs can range from actual trade execution to more complex research and portfolio reviews. Execute transactions and provide next steps for obtaining guidance based on the client's objectives, time horizon, and risk tolerance.
• Be consultative- Ask the right questions to provide options when appropriate that align with client goals. We also partner with the client’s Financial Consultant for identified business development opportunities.
• Build strong client and internal relationships - Collaborate in a team-based environment with a diverse group of professionals focused on meeting the clients' needs and Charles Schwab & Co.
• Grow through a defined model of success - Participate in our merit-based performance culture where employees feel empowered to own their careers, focusing on addressing clients' needs, personalizing each interaction, and valuing clients and their time.

• Series 7 and 63 licensure required
• Preferably 1-2 years of experience in Client Service, Financial Services and/or Brokerage Services, preferably trading, interacting with clients in a proactive and consultative manner. – interacting with clients in a proactive and consultative manner. Passion for trading and market knowledge; 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.
• Practical time management & communication skills, positive demeanor, enthusiasm, professionalism, a strong work ethic with a high integrity level.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

 Your actual pay will be based on your skills and experience-- talk with your recruiter to learn more.

About the Company:
Charles Schwab

Schwab has earned high praise in 2016 for its heritage of innovation, contemporary wealth management capabilities, and workplace culture.

Selected as one of the FORTUNE Top 50 “World’s Most Admired Companies®”, Schwab ranked #1 for Innovation and Social Responsibility in Key Attributes of Reputation and #2 in the Securities and Asset Management category.

Schwab received a fifth consecutive win of the Gallup® Great Workplace Award, placing Schwab among the top 35 companies recognized for having the most engaged workforces in the world.

Schwab’s commitment to challenging the industry status quo, delivering excellent client service supported by strong corporate governance practices, is due to our strong leadership team and Board of Directors.

Company Size:
50 to 99 employees

Industry:
Banking

Founded:
1976

Website:
https://www.aboutschwab.com/

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