Join Schwab as a Senior Specialist in the Global Investing Services team, where you'll empower clients in developing trading expertise across international equities and currencies. This role blends innovative thinking with industry knowledge, helping clients navigate the complexities of global trading while enhancing their investment portfolios.
Key Responsibilities
Help clients develop trading expertise and grow portfolios
Serve as a subject matter expert in trading equities, derivatives, and foreign exchange
Assist US clients and those living outside the U.S. with investment and trading inquiries
Grow business through asset gathering and product cross-sell
Influence and close business for Retail Sales associates
Required Qualifications
Active Series 7, 63 licenses required
Minimum two years of equity trading experience
3+ years of experience servicing clients
Strong knowledge of industry and Schwab's internal trading procedures
Ability to educate clients and colleagues on complex concepts
Excellent communicative skills, both oral and written
Preferred Qualifications
Series 9/10 licenses preferred
Prior professional trader level of expertise in equities and futures
Bachelor’s Degree or equivalent experience preferred
Knowledge of Schwab’s retail international client rules
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance