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⏰ Full-time

Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Charles Schwab
Location 📍 Orlando, United States
Posted 📅 June 10, 2026
Work Type ⏰ Full-time

Position Overview

**Your opportunity**

_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._

Schwab Wealth Advisory is Schwab’s premier, fee-based, and non-discretionary wealth management program, passionate about delivering exceptional service to help clients achieve their financial goals. We believe that wealth management should be designed to reflect clients’ unique circumstances and needs. As a _Concierge_ for Schwab Wealth Advisory, you will deliver premium operational service and support to Regional Wealth Advisors, Associate Wealth Advisors, and Financial Consultants through active case management across several operational workflows.

We value integrity, open...

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Job Details

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