Current jobs related to Specialist, CS&S Private Client Services - Lone Tree, Iowa - Charles Schwab
-
Financial Services Specialist
3 weeks ago
Lone Tree, Iowa, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Services Specialist to join our team at Charles Schwab. As a key member of our Private Client Services team, you will be responsible for providing exceptional client service and support to our high-net-worth investors.Key ResponsibilitiesProvide expert advice and guidance to clients on...
-
Lone Tree, Iowa, United States Logic Integration Full timeJob Title: Service Technician Audio Video SystemsAbout the Role:Logic Integration is seeking a highly skilled Service Technician Audio Video Systems to join our team. As a Service Technician Audio Video Systems, you will be responsible for installing, maintaining, and repairing audio and video systems for our clients. This is a fantastic opportunity to work...
-
Lone Tree, Iowa, United States Logic Integration Full timeJob Title: Service Technician Audio Video SystemsAbout the Role:Logic Integration is seeking a highly skilled Service Technician Audio Video Systems to join our team. As a Service Technician Audio Video Systems, you will be responsible for installing, maintaining, and repairing audio and video systems for our clients. This is a fantastic opportunity to work...
-
Lone Tree, Iowa, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled Client Service Manager to join our Schwab Stock Plan Services team. As a Client Service Manager, you will be responsible for managing client relationships and providing exceptional service to our corporate clients.Key ResponsibilitiesServe as the primary point of contact for clients, providing guidance on complex...
-
Travel Nurse RN Position
4 weeks ago
Lone Tree, Iowa, United States HealthEcareers - Client Full timeTravel Nursing Job OpportunityHealthEcareers - Client is seeking a skilled Travel Nurse RN to fill a Med-Surg position in Lone Tree, Colorado.Job DetailsSpecialty: Med-SurgDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelWe offer a competitive pay package based on 12 hour shifts and 36 hours per week, with a...
-
Financial Solutions Specialist
2 weeks ago
Lone Tree, Iowa, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled Financial Consultant to join our Financial Solutions Branch team at Charles Schwab. As a key member of our team, you will be responsible for driving engagement, cultivating relationships, and gaining long-term client loyalty with our mass affluent client base.Key ResponsibilitiesAdvocate on behalf of clients by...
-
Financial Solutions Specialist
3 weeks ago
Lone Tree, Iowa, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Consultant to join our Financial Solutions Branch team at Charles Schwab. As a Financial Consultant, you will play a critical role in driving engagement, cultivating relationships, and gaining long-term client loyalty with our mass affluent client base.Key ResponsibilitiesAdvocate on...
-
Travel Nurse RN
2 weeks ago
Lone Tree, Iowa, United States HealthEcareers - Client Full timeJob Title: Registered Nurse - TelemetryHost Healthcare is seeking a skilled Registered Nurse - Telemetry to join our team in Lone Tree, Colorado.Job Summary:We are looking for a dedicated and compassionate Registered Nurse - Telemetry to provide high-quality patient care in a fast-paced Telemetry unit. As a Registered Nurse - Telemetry, you will be...
-
Travel Nurse RN
2 weeks ago
Lone Tree, Iowa, United States HealthEcareers - Client Full timeJob Title: Registered Nurse - TelemetryHost Healthcare is seeking a skilled Registered Nurse - Telemetry to join their team in Lone Tree, Colorado.Job Summary:We are looking for a dedicated and compassionate Registered Nurse - Telemetry to provide high-quality patient care in a fast-paced hospital setting. As a Registered Nurse - Telemetry, you will be...
-
Interventional Radiology Technologist
4 weeks ago
Lone Tree, Iowa, United States HealthEcareers - Client Full timeJob Title: Interventional Radiology TechnologistHealthEcareers - Client is seeking a skilled Interventional Radiology Technologist to join their team for a travel assignment in Lone Tree, Colorado.Job DetailsSpecialty: Interventional Radiology TechnologistDuration: 13 weeksShift: 8 hours, daysEmployment Type: TravelWe offer a competitive pay package,...
-
Travel Nurse RN
4 weeks ago
Lone Tree, Iowa, United States HealthEcareers - Client Full timeJob Title: Medical-Surgical Registered NurseHost Healthcare is seeking a skilled Medical-Surgical Registered Nurse for a travel nursing opportunity in Colorado.Job DetailsSpecialty: Medical-SurgeryDiscipline: Registered NursingDuration: 13 weeksShift: 12 hoursHours per week: 36As a Medical-Surgical Registered Nurse with Host Healthcare, you will have the...
-
Diagnostic Imaging Specialist
2 weeks ago
Lone Tree, Iowa, United States PRIDE Health Full timeProfession:Diagnostic Imaging SpecialistSpecialty:Interventional RadiographyClient:PRIDE HealthKey Responsibilities:Deliver high-quality diagnostic imaging services to patientsWork Environment:Collaborative healthcare teamCompensation:$2566.00 per week
-
Travel Nurse RN Med Surg
2 weeks ago
Lone Tree, Iowa, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Med SurgTriage Staffing is seeking a travel nurse RN Med Surg for a travel nursing job in a medical-surgical setting.Job Requirements:Specialty: Med SurgDiscipline: RNDuration: 13 weeksShift: 12 hours, nightsEmployment Type: TravelJob Details:Location: Medical-surgical settingShift Details: 12H Nights (7:00 PM-7:00 AM) 36 hours per...
-
Financial Solutions Specialist
2 weeks ago
Lone Tree, Iowa, United States Charles Schwab Full time{"h2": "Your Opportunity at Charles Schwab", "p": "At Charles Schwab, you'll have the chance to make a meaningful impact on your career and the finance industry. Our innovative approach combines human and digital touchpoints to drive engagement, cultivate relationships, and foster long-term client loyalty. As a Financial Consultant in the Financial Solutions...
-
High-Net-Worth Financial Specialist
2 months ago
Lone Tree, Iowa, United States Charles Schwab Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our team at Charles Schwab. As a High-Net-Worth Financial Specialist, you will be responsible for providing exceptional client service and support to our high-net-worth investors.Key ResponsibilitiesProvide personalized financial planning and investment advice...
-
Travel Nurse RN
4 weeks ago
Lone Tree, Iowa, United States HealthEcareers - Client Full timeJob Title: Registered Nurse - Emergency DepartmentHost Healthcare is seeking a skilled Registered Nurse to join our team in Lone Tree, Colorado. As a travel nurse, you will have the opportunity to work in a dynamic and fast-paced environment, providing high-quality patient care and making a meaningful difference in the lives of our patients.Job...
-
Interventional Radiology Technologist
2 months ago
Lone Tree, Iowa, United States HealthEcareers - Client Full timeJob DetailsStability Healthcare is seeking a skilled Interventional Radiology Technologist for a travel assignment in Lone Tree, Colorado.Job RequirementsSpecialty: Interventional Radiology TechnologistDiscipline: Allied Health ProfessionalDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: Travel*$600 travel bonus *Day 1 health insurance...
-
Facilities Maintenance Specialist
4 weeks ago
Lone Tree, Iowa, United States SBM Management Services Full timeJob SummaryAs a Custodian at SBM Management Services, you will be responsible for maintaining a clean and safe environment for our clients and staff. Your duties will include:Key ResponsibilitiesPerform floor care, including vacuuming, mopping, and carpet spottingPerform surface care, including dusting, sanitizing, glass/mirror/window cleaning, metal/wood...
-
Facilities Maintenance Specialist
1 month ago
Lone Tree, Iowa, United States SBM Management Services Full timeJob SummaryAs a Custodian at SBM Management Services, you will be responsible for maintaining a clean and safe environment for our clients and staff. This role involves performing various tasks related to floor care, surface care, and waste management.Key ResponsibilitiesPerform floor care duties, including vacuuming, mopping, and carpet spottingConduct...
-
Alternative Investment Specialist
2 weeks ago
Lone Tree, Iowa, United States Golden Roed Industries Full timeAbout the RoleWe are seeking a highly organized and self-motivated individual to join our team as an Alternative Investment Specialist at Golden Roed Industries. As a key member of our Wealth Strategist team, you will provide vital support to our clients and internal teams, maintaining our investment offering workflows, processing investor trades, and...
Specialist, CS&S Private Client Services
3 months ago
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 haveRequired 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
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 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 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
