About this role
Sr. Specialist, Service Associate - Schwab Wealth Advisory at Your Opportunity. Location: Lone Tree, Colorado, United States. Role: providing service, resolving issues, placing trades Requirements: Active FINRA Series 7 and Series 66, 2+ years client-facing financial services experience, strong communication and problem-solving skills, ability to handle client concerns and place trades. Category: Finance Seniority: Entry Level Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English