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Senior Advice Specialist

2 months ago

Lone Tree, Iowa, United States Charles Schwab Full time
Unlock Your Potential as a Sr. Advice Professional

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Sr. Advice Professional for SPS Participant Services' Dedicated Team, you'll have the opportunity to make a meaningful impact on the finance industry.

Key Responsibilities:

  • Deliver exceptional service to stock plan participants, facilitating transactions for equity awards and providing personalized advice when needed.
  • Connect with participants to understand their financial needs and goals, and provide guidance on Schwab offerings.
  • Collaborate with internal business partners to resolve complex client inquiries and develop knowledge of Schwab products and services.
  • Develop and maintain relationships with participants, providing ongoing support and guidance.

What We're Looking For:

  • Passion for delivering top-tier service and support to Schwab participants.
  • Proven consultative conversation skills to deepen participant relationships.
  • Strong work ethic, integrity, and ability to build trust with participants.
  • Ability to prioritize advice delivery while maintaining service levels of inbound client calls.
  • Excellent attention to detail and aptitude for following complex advice conversation requirements.

What We Offer:

  • A competitive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
  • A supportive culture that empowers your personal and professional growth.
  • The opportunity to work with a leading financial services company and make a positive impact on the industry.

Requirements:

  • Active FINRA Series 7 and 63/66 brokerage licenses required.
  • Bachelor's degree (strongly preferred).

Preferred Qualifications:

  • Previous advice delivery experience.

Join Our Team:

At Charles Schwab, we're committed to creating a workplace that's inclusive, supportive, and empowering. If you're passionate about delivering exceptional service and making a meaningful impact, we encourage you to apply for this exciting opportunity.