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Senior Advice Specialist

2 months ago

Lone Tree, United States Charles Schwab Full time

Position Type: RegularYour 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.



SPS Participant Services works with participants of more than 124 corporate equity compensation plans, helping to transact and provide education on their equity awards, inspire ownership of their financial futures, and deepen their relationship with Charles Schwab.



As a Sr. Advice Professional for SPS Participant Services’ Dedicated Team at Charles Schwab, you will have the opportunity to:

Provide a personalized service experience to stock plan participants while facilitating transactions for stock option awards, restricted stock units & awards, stock appreciation rights, and employee stock purchase plans
Connect and engage with participants to gain an understanding of their financial needs, goals, and objectives, and provide advice at the point of contact when appropriate
Encourage a long-term relationship with Schwab by identifying opportunities to introduce Schwab offerings and guide the participant to the proper solutions
Receive in-depth education and training on equity awards and plan administration, confidently delivering service as a knowledgeable professional
Demonstrate energy, empathy, and problem-solving skills while delivering unparalleled value and outstanding service to domestic and international Participants via the phone, handling approximately 15 to 30 inbound calls per day (this is a phone-based relationship with Participants)
Collaborate with internal business partners and team members to resolve complex client inquiries, and develop knowledge of Schwab products and services

What you have


To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Demonstrated passion for providing top tier service and support to Schwab Participants
Proven consultative conversation skills in order to deepen Participant relationships
Strong work ethic with a high level of integrity and the ability to build trust with Participants
Ability to strategically prioritize advice delivery while maintaining service levels of inbound client calls
Excellent attention to detail and aptitude for following complex advice conversation requirements while adhering to Schwab’s Advice Policy Guidelines
Respect for fellow employees and leveraging the power of teamwork
The ability and desire to develop positive working relationships
Active listening skills and ability to explain complicated subjects
Ability to adapt and implement changes as market and business conditions evolve
A diverse background / work experience including: volunteer activities, internships, professional organizations, unpaid work experience, or other roles which may or may not be industry related
Technically savvy including proficiency in MS Office and the aptitude to learn new programs, as well as easily utilize multiple applications simultaneously in a dual screen environment

Required Qualifications

Active FINRA Series 7 and 63/66 brokerage licenses required

Preferred Qualifications

Bachelor's degree (strongly preferred)
Previous advice delivery experience (preferred)

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




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