Senior Wealth Concierge & Advisor Support
Charles Schwab
Charles Schwab is seeking a Concierge for Schwab Wealth Advisory in the Phoenix area to support high net-worth clients and Wealth Advisors. This role focuses on delivering exceptional service, managing operational requests, and helping achieve positive client outcomes. The position requires active FINRA Series 7 and Series 66/63/65 licenses (or to obtain within 120 days) and at least 1 year of financial services experience. On-site work at our Phoenix and Scottsdale offices is expected. #J-18808-Ljbffr Charles Schwab
Vacancy posted 2 days ago
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