Senior Advice Specialist
6 days ago
We are seeking a highly skilled and experienced Senior Advice Specialist to join our team at Charles Schwab. As a key member of our SPS Participant Services' Dedicated Team, you will play a critical role in providing exceptional service to stock plan participants.
Key Responsibilities- Provide personalized service experiences to stock plan participants, 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 long-term relationships with Schwab by identifying opportunities to introduce Schwab offerings and guide participants 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.
- Collaborate with internal business partners and team members to resolve complex client inquiries and develop knowledge of Schwab products and services.
- Demonstrated passion for providing top-tier service and support to Schwab participants.
- Proven consultative conversation skills 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.
- Active FINRA Series 7 and 63/66 brokerage licenses required.
- Bachelor's degree (strongly preferred).
- Previous advice delivery experience (preferred).
At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.
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.
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