Senior Advice Specialist

2 weeks ago

Grand View Estates, Colorado, United States Charles Schwab Full time
Unlock Your Potential as a Senior Advice Specialist

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Advice Specialist, you'll play a vital role in delivering exceptional service to our stock plan participants, helping them navigate their equity awards and achieve their financial goals.

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 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.
  • Collaborate with internal business partners and team members to resolve complex client inquiries, and develop knowledge of Schwab products and services.
What We're Looking For:
  • 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.
Requirements:
  • Active FINRA Series 7 and 63/66 brokerage licenses required.
Preferred Qualifications:
  • Bachelor's degree (strongly preferred).
  • Previous advice delivery experience (preferred).
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.

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.

  • Senior Tax Consultant

    3 weeks ago

    Grand Junction, Colorado, United States The Ladders Full time

    Elevate Your Career with Us The Ladders is seeking skilled and motivated professionals to enhance our vibrant team, where your individual talents and insights are recognized and play a crucial role in our success as a leading organization in the industry. We are looking for individuals who are eager to advance their careers while making a meaningful...

  • Facility Maintenance Specialist

    3 weeks ago

    Grand Junction, Colorado, United States Stellar Senior Living Full time

    Job DescriptionJob Title: Facility Maintenance SpecialistJob Summary:We are seeking a skilled and detail-oriented Facility Maintenance Specialist to join our team at Stellar Senior Living. As a key member of our maintenance team, you will be responsible for ensuring the upkeep and maintenance of our facilities, ensuring a safe and comfortable living...

  • Senior Tax Consultant

    1 month ago

    Grand Junction, Colorado, United States The Ladders Full time

    Elevate Your Career with Us The Ladders is seeking dedicated and skilled professionals to enhance our vibrant team, where your distinct abilities, experiences, and viewpoints are greatly appreciated and play a crucial role in our reputation as a leading firm in the industry. We are looking for individuals eager to develop both personally and professionally...

  • Senior Tax Consultant

    3 weeks ago

    Grand Junction, Colorado, United States The Ladders Full time

    Elevate Your Career with Us The Ladders is seeking dedicated and skilled professionals to enhance our esteemed team, where your individual talents and experiences are crucial to our reputation as a leading organization in the industry. We are in search of individuals who are committed to personal and professional growth while positively impacting our clients...

  • Maintenance and Repair Technician

    3 weeks ago

    Grand Junction, Colorado, United States Stellar Senior Living Full time

    Job DescriptionJob Title: Facility Maintenance SpecialistJob Summary:We are seeking a skilled and detail-oriented Facility Maintenance Specialist to join our team at Stellar Senior Living. As a key member of our maintenance team, you will be responsible for ensuring the upkeep and maintenance of our facilities, ensuring a safe and comfortable living...

  • Senior Participant Care Specialist

    3 weeks ago

    Grand Junction, Colorado, United States Hilltop Community Resources Full time

    About the RoleHilltop Community Resources is seeking a dedicated and compassionate Senior Participant Care Specialist to join our team. As a key member of our adult day program, you will play a vital role in ensuring the safety, stimulation, and enjoyment of our senior participants with dementia.Key ResponsibilitiesAssist participants with activities of...

  • Social Pedagogy Specialist

    2 weeks ago

    Grand Junction, Colorado, United States Aurora Innovations Full time

    Join Our Team as a Social Pedagogy SpecialistWe are seeking a highly motivated and dedicated individual to fill the position of Social Pedagogy Specialist in our Department of Family, Social Affairs, Health, Transitional Assistance - Guardianship Office. As a key member of our team, you will play a vital role in supporting families and individuals in...

  • Home Care Support Specialist

    3 weeks ago

    Grand Junction, Colorado, United States SENIOR HELPERS EAST SAN DIEGO Full time

    Position OverviewAt Senior Helpers East San Diego, we are committed to delivering exceptional in-home care services for seniors. We are currently seeking dedicated caregivers and certified nursing assistants (CNAs) who are passionate about enhancing the quality of life for elderly individuals.Key ResponsibilitiesProvide non-medical assistance to seniors in...

  • Senior Care Specialist

    4 weeks ago

    Grand Junction, Colorado, United States Larchwood Inns Full time

    About Larchwood InnsLarchwood Inns and the PARC is a reputable senior care facility in Grand Junction, Colorado, providing high-quality care to seniors for over 25 years. Our core values include compassion, family, respect, and dignity.The PositionWe are seeking a skilled and dedicated Registered Nurse to supervise day-to-day nursing activities on assigned...

  • Home Care Support Specialist

    3 weeks ago

    Grand Junction, Colorado, United States SENIOR HELPERS EAST SAN DIEGO Full time

    Position Overview Senior Helpers East San Diego is a prominent organization specializing in in-home care services for the elderly. We are currently seeking compassionate and dedicated individuals to fill the role of In-Home Caregiver. Key Responsibilities Provide non-medical assistance to seniors in their daily activities. Ensure the safety and...

  • LPN - Senior Care Specialist

    1 week ago

    Grand Junction, Colorado, United States Willow Tree Care Center Full time

    Senior Care LPN OpportunityWe are seeking dedicated LPNs to provide compassionate care to our senior residents at Willow Tree Care Center.Key Responsibilities:Monitor patients and perform routine checksSupport the clinical team in providing exceptional careParticipate in creating a positive and supportive work environmentRequirements:Completion of an LPN...

  • Fabric Care Specialist

    1 month ago

    Grand Junction, Colorado, United States La Villa Grande Care Center Full time

    Fabric Care Specialist - Senior Living CommunityWe are in search of a committed and meticulous Fabric Care Specialist to become an integral part of our team at a prominent senior living community. As a member of our dedicated workforce, you will contribute to enhancing the quality of life for our residents through your essential role in maintaining their...

  • Licensed Practical Nurse

    2 weeks ago

    Grand Junction, Colorado, United States La Villa Grande Care Center Full time

    Senior Care Opportunities at La Villa Grande Care CenterWe are seeking a dedicated Licensed Practical Nurse (LPN) to join our team at La Villa Grande Care Center. As a compassionate caregiver, you will play a vital role in providing exceptional senior care to our residents.Responsibilities:Monitor patients and perform routine checks to ensure their...

  • Podiatric Physician Specialist

    7 days ago

    Grand Junction, Colorado, United States Upperline Health Full time

    About UsAt Upperline Health, we're revolutionizing specialty care for lower extremity, wound, and vascular conditions. Our mission is to provide a more efficient and effective path for patients to receive consistent and high-quality treatment.Our VisionWe envision a future where patients receive integrated care from a team of specialists, including podiatric...

  • CNA Participant Specialist

    1 week ago

    Grand Junction, Colorado, United States H-TOP Hotels & Resorts Group Full time

    {"h1": "CNA Participant Specialist", "p": "At H-TOP Hotels & Resorts Group, we are committed to providing exceptional care and support to our senior participants with dementia. As a CNA Participant Specialist, you will play a vital role in ensuring their safety, stimulation, and enjoyment in our adult day program. Your responsibilities will include...

  • Licensed Practical Nurse

    3 weeks ago

    Grand Junction, Colorado, United States La Villa Grande Care Center Full time

    The La Villa Grande Care Center is seeking dedicated Licensed Practical Nurses (LPNs) who are passionate about providing compassionate care to seniors. We have immediate shifts available for those interested in this career.If you are looking for a supportive work environment, competitive pay, and career advancement opportunities, then apply to become a part...

  • Licensed Practical Nurse

    1 week ago

    Grand Junction, Colorado, United States Willow Tree Care Center Full time

    About UsWillow Tree Care Center is part of Stellar Senior Living, a premier skilled nursing provider in the Western United States.Job SummaryWe are seeking compassionate and dedicated Licensed Practical Nurses (LPNs) to join our team at Willow Tree Care Center. Our LPNs are responsible for providing high-quality care to our residents, monitoring their...

  • Senior Mechanical Engineer

    1 month ago

    Grand Junction, Colorado, United States Leitner-Poma Full time

    Job Type: Full-timePosition Overview:The Senior Mechanical Engineer will oversee advanced structural and machinery design initiatives, collaborating with fellow engineers, designers, project managers, and other specialists.This role entails supervising and engaging in various Mechanical Engineering responsibilities, including analysis, layout, design, and...

  • Licensed Practical Nurse

    2 weeks ago

    Grand Junction, Colorado, United States La Villa Grande Care Center Full time

    Senior Care Opportunities at La Villa Grande Care CenterWe are seeking a dedicated and compassionate Licensed Practical Nurse (LPN) to join our team at La Villa Grande Care Center. As an LPN, you will play a vital role in providing high-quality care to our residents, ensuring their physical, emotional, and social needs are met.Responsibilities:Monitor...

  • Nurse Practitioner

    1 week ago

    Grand Junction, Colorado, United States MLee Healthcare Staffing and Recruiting, Inc Full time

    We are seeking a Registered Nurse (RN) to join our team at MLee Healthcare Staffing and Recruiting, Inc. As a key member of our healthcare team, you will be responsible for providing high-quality patient care and services. Your primary duties will include administering nursing care to ill, injured, or disabled patients, diagnosing and establishing patient...