Private Client Services Representative

6 days ago


Lone Tree, Iowa, United States Charles Schwab Full time
About the Role

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.

Key Responsibilities:

  • Provide exceptional client service and support to high-net-worth investors
  • Develop and maintain in-depth knowledge of financial products and services
  • Collaborate with cross-functional teams to deliver tailored solutions to clients
  • Stay up-to-date on industry trends and developments to provide expert guidance to clients

Requirements:

  • Series 7 and 63 or 66 licenses
  • 1-2 years of experience in Financial Services and/or Brokerage Services

What We Offer:

  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health, dental, and vision insurance
  • A 401(k) plan with company match and Employee Stock Purchase Plan
  • Tuition reimbursement and paid time off


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