Sr. Specialist, High Net Worth Rep
Company: Charles Schwab
Posted on: January 26, 2023
Position Type: Regular
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 work in the office
and/or at home based on their preference
- Employees may have the flexibility for a hybrid schedule, where
they divide their time between working remotely or in the
- Employees and managers can discuss additional flexibility
options based on their role, business needs, and individual
Subject to change. Schwab is continually evaluating its approach to
ensuring 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
Through your client conversations, you will:
- Educate clients - engage clients in discussions focused on
educating and providing guidance related to their investing
- Be a client advocate - Care enough to ask the difficult
questions knowing that just one question, the right question, can
change a client's future.
- Uncover solutions based options for clients - client needs can
range from actual trade execution to more complex research and
portfolio reviews. Execute transactions and provide next steps for
obtaining guidance based on the client's objectives, time horizon,
and risk tolerance.
- Be consultative- Ask the right questions to provide options
when appropriate that align with client goals. We also partner with
the client's Financial Consultant for identified business
- Build strong client and internal relationships - Collaborate in
a team-based environment with a diverse group of professionals
focused on meeting the clients' needs and Charles Schwab & Co.
- Grow through a defined model of success - Participate in our
merit-based performance culture where employees feel empowered to
own their careers, focusing on addressing clients' needs,
personalizing each interaction, and valuing clients and their time.
What you have
- Series 7 and 63 licensure required, Series 9-10 preferred
- Preferably 3-5 years of experience in Client Service, Financial
Services and/or Brokerage Services, preferably trading, interacting
with clients in a proactive and consultative manner. - interacting
with clients in a proactive and consultative manner. Passion for
trading and market knowledge; ability to proactively discuss
trading topics and appropriate solutions with clients.
- Excellent analytical skills with the ability to effectively
mitigate risk and adhere to trading accuracy while adhering to
policies, procedures, and guidelines
- Ability to ask appropriate, probing questions to clearly
understand the client's needs. Using good judgment when responding
and selecting language and examples tailored to the specific
experience level of the client.
- Collaborative and relationship-focused work style with
demonstrated success in a team environment.
- Practical time management & communication skills, positive
demeanor, enthusiasm, professionalism, a strong work ethic with a
high integrity level.
In addition to the salary range, this role is also eligible for
bonus or incentive opportunities
Your actual pay will be based on your skills and experience talk
with your recruiter to learn more.
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home-today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, 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 or call .
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Indianapolis , Sr. Specialist, High Net Worth Rep, Other , Avon, Indiana
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