Charles Schwab
Associate Alternative Investment Consultant
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Your opportunity: At 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. Schwab’s Wealth and Advice Solutions (WAS) organization is building and delivering an industry‑leading wealth management experience. WAS’ vision and mission is to make wealth management more accessible, delivering for clients today while innovating for tomorrow. We believe in the importance of in‑office collaboration and fully intend for the selected candidate for this role to work onsite in specified location.
What you have
Minimum of 3 years of experience in financial services or client service role
Bachelor’s Degree
Series 7 required
Series 66 required (may be obtained with a 180‑day COE)
Excellent written and verbal communication, presentation, and facilitation skills
Well‑organized and disciplined with high attention to detail
Self‑starter: takes initiative and can work independently
Inquisitive, analytical, and strategic thinker
A client service‑oriented mindset
High‑energy, positive, entrepreneurial in spirit while being goal‑oriented and results‑driven
Flexible and adaptable in working with various business domains
Excellent technology skills with an ability to quickly learn new software applications
Preferred Qualifications
Experience serving high net worth clientele and resolving escalations
Understanding of public and private investment life cycle, risk, and portfolio modeling
Familiarity with tax issues and liquidity management
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
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Get AI-powered advice on this job and more exclusive features.
Your opportunity: At 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. Schwab’s Wealth and Advice Solutions (WAS) organization is building and delivering an industry‑leading wealth management experience. WAS’ vision and mission is to make wealth management more accessible, delivering for clients today while innovating for tomorrow. We believe in the importance of in‑office collaboration and fully intend for the selected candidate for this role to work onsite in specified location.
What you have
Minimum of 3 years of experience in financial services or client service role
Bachelor’s Degree
Series 7 required
Series 66 required (may be obtained with a 180‑day COE)
Excellent written and verbal communication, presentation, and facilitation skills
Well‑organized and disciplined with high attention to detail
Self‑starter: takes initiative and can work independently
Inquisitive, analytical, and strategic thinker
A client service‑oriented mindset
High‑energy, positive, entrepreneurial in spirit while being goal‑oriented and results‑driven
Flexible and adaptable in working with various business domains
Excellent technology skills with an ability to quickly learn new software applications
Preferred Qualifications
Experience serving high net worth clientele and resolving escalations
Understanding of public and private investment life cycle, risk, and portfolio modeling
Familiarity with tax issues and liquidity management
What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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
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