Your opportunity
International Services is a diverse and multi-faceted organization. We are the international center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are dedicated to empowering investors residing inside and outside of the United States with the education and tools to trade globally.
The International Branch is the flagship branch office of CS&Co’s International business. As a branch office servicing clients outside of the US, our goal is to provide world-class relationship management and support to clients all across the globe through demonstrating our expertise in USD investing and our ability to help identify and help clients meet their investing goals. We owe it to the world!
As an International Financial Consultant Partner (FCP), you will directly help support multiple International FCs with their practice management, general client engagement, business development, and service support. International FCs are regionalized with specialty regions so your coverage will cross multiple jurisdictional rules and present unique challenges; both from supporting the FC but also from servicing and supporting clients. You will become a general expert in client sales support and also regularly engage with clients through proactive outreach.
Reports to the following company office locations in Orlando, Westlake, and Phoenix and is not available as fully remote. Must live within reasonable commuting distance. Subject to Schwab’s internal approach to workplace flexibility.
What you have
Required minimum skills and qualifications are:
- Active FINRA Series 7, 66 (or 63 & 65) licenses
- Bachelor’s degree or equivalent experience
- 2+ years’ direct international client experience and an equivalent level of knowledge of securities industry required
- Strong knowledge of Schwab’s international client rules, jurisdictional governance, product limitations and nuances with servicing non-US customers
Preferred skills and qualifications:
- Proficiency in Mandarin and/or Cantonese is required
- Ability to problem-solve and handle multiple high-pressure client scenarios at one time
- Expertise in problem resolution and ownership as well as the ability to display client empathy
- College for Financial Planning designations (CFP, AAMS, AWMA, etc..) are preferred
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
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
