Wealth Advisory Concierge - Hybrid, Premium Client Service
Charles Schwab
Charles Schwab is seeking a Concierge for its Wealth Advisory program in Indianapolis, Indiana. This role focuses on delivering exceptional operational service and support to Wealth Advisors, with a strong emphasis on communication and problem resolution. Applicants must have a valid FINRA Series 7 license and at least one year of experience in financial services. The position involves fostering teamwork and building collaborative relationships to ensure clients receive top-tier service. Benefits include comprehensive health coverage, a competitive 401(k), and opportunities for professional development. #J-18808-Ljbffr Charles Schwab
Vacancy posted 3 days ago
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