Logo
Charles Schwab

Wealth Advisory Service Specialist — Elevate Client Outcomes

Charles Schwab, Phoenix, Arizona, United States, 85003

Save Job

A leading financial services firm in Phoenix is seeking a Sr. Specialist, Service Associate, to join their Centralized Service & Operations group. The role focuses on delivering exceptional service to Wealth Advisory clients, requiring an undergraduate degree and active FINRA licenses (Series 7 and 66). Ideal candidates will have over 2 years of experience in the financial sector, excellent communication skills, and the ability to work well with clients. The position offers a competitive benefits package and emphasizes professional development. #J-18808-Ljbffr