Experience Inc. Jobs

Your opportunity

Our Ultra High Net Worth team is apart of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.

You can learn more about our client offerings at: Charles Schwab - Investor Services (https://www.aboutschwab.com/what-we-do)

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

• Bachelor's degree or equivalent work related experience

• Active and valid Series 7 and 63 required

• Active and valid Series 9/10 is required

• Notary preferred

• Minimum of 2 years in a client service capacity

• Understanding of the financial services industry and/or securities industry is required

• Solid understanding of regulatory and compliance policies associated with brokerage business

• Demonstrated experience handling client concerns and issues with tact and diplomacy

• Demonstrated passion for building strong, personal relationships with our clients and the ability to uncover client needs

• Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously

• Effective time management skills, with the ability to prioritize issues and invest time where appropriate

• Outstanding written and oral communication skills

• Need to be able to build and maintain good cross enterprise working relationships

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

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.