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Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Company

Charles Schwab

Location

Orlando, United States

Type

Full-time

**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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