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⏰ Full-time

Sr. Specialist, Service Associate - Schwab Wealth Advisory

Charles Schwab
Location 📍 Phoenix, United States
Posted 📅 June 13, 2026
Work Type ⏰ Full-time

Position Overview

**Your 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._ _ _ _We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location._

As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service. Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades. You’ll strengthen client ...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Phoenix, United States