Specialist, High Net Worth Rep (CP)

Company: Charles Schwab
Location: Indianapolis
Posted on: May 16, 2022

Job Description:

Position Type: Regular
Your Opportunity
Schwab's core belief is simple, place the client's needs first in all things. Many companies say that, but we work to keep clients at the heart of everything we do by offering a more modern way to build and manage wealth. We are champions of investors and are looking for other advocates to join our team as High Net Worth Services Specialists working with our elite brokerage clients. We are seeking professionals who enjoy a challenge; those who care about assisting others as they trade in the financial markets. Individuals who are eager to help others while also gaining vast skills and knowledge in the financial markets. People who want to help others and who want to grow their career with a top financial services firm and year-over-year top employer. If this sounds appealing, you ve come to the right place. Our team consists of a diverse workforce, in all stages of their careers, people looking for a career change or are re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals to learn from and share standard methodologies with, this may be the job for you. Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work whether that s in the office or remote.Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.What you are good at
Providing our clients with outstanding experiences is the priority at Schwab. Our goal is to enhance client dedication with every interaction, bringing your personality to your calls to build memorable experiences. With a multiple focus on encouraging client loyalty and employee engagement and development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that allows employees to succeed in all aspects of their careers.High Net Worth Services Specialists act as an ambassador of Schwab to educate, guide and assist clients. A career in Client Service and Support begins with a substantial client-focused mentality and a strong desire to help clients meet their financial goals.Schwab takes an innovative investing approach. We build trust and inspire confidence through exceptional service, one connection at a time. Our dedicated specialists provide market insight and one-on-one assistance to help our clients with our unbiased approach to navigating the markets. Additionally, we provide online research and commentary on current market conditions and investing fundamentals. Whether clients are self-directed or looking to partner with Schwab to manage their portfolios, we are here to help them find the right products to meet their needs and investing goals. We help clients at all stages of investing take charge of their futures and Own Their Tomorrow.Through your client conversations, you will:

Keywords: Charles Schwab, Indianapolis , Specialist, High Net Worth Rep (CP), Other , Indianapolis, Indiana