Who are you
You are a motivated, client-focused individual with a strong interest in wealth management and a desire to learn and grow in the industry. You are organized, detail-oriented, and take pride in producing accurate, high-quality work. You communicate effectively, enjoy working with others, and build positive relationships with clients and colleagues. You are naturally curious, proactive, and able to manage multiple priorities in a fast-paced environment. Most importantly, you bring a strong work ethic, a collaborative mindset, and a commitment to delivering an exceptional client experience.

Responsibilities
We are seeking a colleague who is dedicated to a career in wealth management. If you are an energetic self-starter interested in being a vital part of our team, we offer the opportunity to work in a collegial, open-door environment. The following qualifications are preferred:
• A deep interest in wealth management or experience working in a client focused/service-oriented role, even if not specifically in the industry.
• A client-centric mindset and consistently acts in the clients' best interests
• Strong operational and client service skills
• Excellent written and verbal communication skills
• Strong attention to detail
• Capacity to multitask with competing priorities to meet deadlines
• Capability to think critically and creatively problem-solve
• Ability to work well in a team to build and foster relationships internally and externally
• Outstanding work ethic, personal initiative, and a goal-oriented mindset
• Proficiency in Microsoft Office suite of applications
• Undergraduate degree or equivalent practical experience

** The posted salary range is intended for an entry-level hire. Candidates with substantial related experience may be considered for compensation outside the posted range based on their qualifications and experience.

Location & Travel

• Hybrid position based in the San Francisco Bay Area
• Travel as required

Salary
$90,000 - $105,000

Note: If you have been employed by Charles Schwab & Co., Inc. (including any Schwab affiliates) in a client-facing position within the past 12 months, please provide your job title and last date of employment

More information on Bailard awards can be found at: www.bailard.com/awards