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Psychiatrist Needed for Locum Tenens Telehealth Coverage at Facility in Fresno, California

San Diego, California Vetted Health

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Job Descriptions

A facility is seeking a psychiatrist for locum tenens telehealth coverage for an LPS Conservatorship Position.
The facility is located just east of Downtown Fresno and North of the Big Fresno Air Fair in California.
The clinician is required to work a minimum of 32 hours/wk. Weekdays are 8AM-5PM PST only. The locum must have LPS evaluation and court testimony experience in CA and be Dual Board Certified in General and Forensic Psychiatry. The facility will accept someone who has completed a Forensic Fellowship. The locum must be available on Thursday afternoons to attend Court hearings. The assignment will be remote; however, they encourage the clinician to work the first week onsite for training and to get to know the staff.


Dates Needed:  August - Ongoing
Call Ratio/Schedule:  N/A
Case Load/PPD:  10-12
Shift Type:  Day Shift
Assignment Type:  Outpatient
Assignment Duration:  Locums
Shift Hours:  Part time (32 hours)
Med Checks/Follow-up per day (OP Only):  30 mins
Initial Evaluation Time:  60 mins
Cases Treated:  Individuals experiencing mental health crisis, Levels of care range from low, intermediary/medium, and intensive-high   
Call Required:  No
Board Certification Required:  Negotiable
Patient Population:  Adults
Support Staff:  Yes
Government:  No
Additional Information:  

  • Adult
  • Forensics

Reference ID:  ORD-196249-MD-CA

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Clinical Care Partner - FT Nights - Surgical

Pasadena, California Huntington Hospital

Posted today

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Job Descriptions

When you join the Huntington Hospital team, you are aligning yourself with an organization whose values drive our philosophy of compassionate community care. Over the past 129 years, we’ve grown from a small 16-bed hospital to a nationally recognized healthcare leader with 619 beds. As part of our commitment to providing equitable, high-quality care to all members of our community, we embrace differences and work hard to create a place of belonging for our patients and our employees. When you join the Huntington family, you’ll be empowered to enact change that continuously improves our ability to deliver world-class care, with kindness and dignity, to all who need it.

** Internal Workers – Please log into your Workday account to apply **

Huntington Hospital Employee Login

Compensation Range:

Anticipated compensation range of $24.00 - $32.43 / Hour depending on qualifications and experience. *12 hour shifts at Huntington Health are overtime-based (not a straight time rate for all 12 hours). Therefore, employees who work a full 12-hour shift will be paid their base rate for 8 hours AND overtime (1.5) for hours up to 12.

Department:

617201 Surgical 5E

Expectations:

Provides direct patient care service on a patient-centered care unit as determined by the patient's plan of care and supervised by a Registered Nurse. This position may require flexibility of hours.

EDUCATION:
High school diploma or G.E.D. equivalency.

EXPERIENCE/TRAINING:
One year of prior experience in clinical patient care in an acute care setting (Current CNA may be substituted for the one year experience requirement).
- For Emergency Services: EMT preferred
- For Women's Services: Experience in OB equivalent, Couplet Care, preferred
- For Behavioral Services: Prior one year experience in acute behavioral health setting, preferred.
Basic computer skills/experience with computerized documentation systems preferred.
Knowledge/experience with use of medical terminology.

LICENSES/CERTIFICATIONS:
Required:
Current Basic Life Support Provider (BLS) issued by American Heart Association

SKILLS:
Must have working knowledge of departmental equipment needed to safely & successfully perform duties.
Must be able to multi-task as needed and communicate effectively and timely to team lead/RN.
Must complete and maintain competency skills required by specific department/unit.
Must be able to perform in a fluctuating/dynamic environment.
Where applicable, performs cardiac surgery prep per infection prevention standards.
Where applicable, ensures monitoring devices are managed per policy and infection prevention standards; including cardiac/telemetry, infant security.
When applicable, under the direction of the RN, contributes to mobility goals, safe patient handling and use of lift/mobility equipment.
Where applicable, follows clinical pathway or additional requirements for specific patient populations, including Trauma, Stroke, Bariatric, Orthopedic and Oncology.
For Emergency Services: When directed by nursing/physician leaders, performs 12-lead ECGs per cardiology standards.
For care of Behavioral Health population: maintains safety of self and environment to ensure patient safety.

Worker Type:

Regular Full time

Shift:

Nights

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Advanced Respiratory Therapist - Pediatric - Duke Life Flight

Durham, North Carolina Duke Health

Posted today

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Job Descriptions

At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.


About Duke Life Flight


Pursue your passion for caring with Duke Life Flight, which is Duke Health's critical care and emergency air and ground transport team, accredited by the Commission on Accreditation of Medical Transport Systems. The team includes paramedics, nurses, respiratory therapists, emergency medical technicians, and communications specialists who work quickly to provide compassionate care and transport services to critically ill patients of all ages. Duke Life Flight also maintains a Code Blue Response Team and helps support event medicine needs.

Advanced Respiratory Care Practitioner - Duke Life Flight

*$15,000 Commitment Bonus if eligible* *Up to $8,000 Relocation allowance if eligible*

Duke Life Flight seeks to hire an Advanced Respiratory Care Practitioner who will embrace our mission of Advancing Health Together .

Duke Life Flight is a CAMTS accredited critical care and Emergency Air and Ground transport agency in Durham, NC, providing services to North Carolina and its surrounding states. We operate two state-of-the-art rotor wing aircraft and a fleet of critical care, and advanced life support ambulances. We are one of few rotor-wing aeromedical Instrument Flight Rules (IFR) capable flight programs in North Carolina. Our respiratory care practitioners with our Life Flight team transport pediatric, and neonatal patients 24 hours a day, 7 days a week. We provide rapid access to health care for patients when time, specialized skills, and/or specialized resources are critical for survival.

General Description of the Job Class

Perform and evaluate diagnostic and therapeutic clinical procedures as defined in the Respiratory Care Services scope of clinical practice, performing work in accordance with physician orders in the neonatal, pediatric and adult patient populations.

Duties and Responsibilities of this Level

  • Perform all duties and responsibilities required of a Respiratory Care Practitioner I.
  • Evaluate appropriateness of medical orders.
  • Proficient in the application of mechanical ventilator modalities.
  • Proficient in the application of Non-Invasive Positive Pressure Ventilation (NPPV); Continuous Positive Airway Pressure (CPAP) and Bi-Level Positive Airway Pressure (BiPAP)
  • Perform endotracheal intubation under the observation of a Supervisor or Advanced Practitioner. Perform extubations.
  • Serve as member of the code/ emergency team. Administer medical gases.
  • Insert nasogastric and orogastric tubes.
  • Perform tracheotomy tube changes. Perform capnography monitoring.
  • Transport patients requiring mechanical ventilation or airway protection.
  • Interpret clinical data to optimize patient clinical objectives.
  • Participate in clinical rounds with physicians, nurses and other health care providers
  • Assist with Bronchoscopy. Assist with orientation and training of Level II RT.
  • Assure safe operations of devices in the MRI.
  • Qualified for certification in the hyperbaric chamber if applicable to the institution scope of practice

Required Qualifications at this Level

Education

  • Completion of a two year AMA approved Respiratory Care Program - (Associates Degree or the equivalent).
  • Must maintain annual skill maintenance and annual safety/compliance requirements
  • Must maintain North Carolina annual license requirements for CEUs

Experience

  • A minimum of three years (preference of four years) experience in clinical respiratory therapy, including a minimum of one year in intensive care respiratory therapy within a neonatal or pediatric ICU.
  • Advanced certification required (C-NPT) within two years of hire. If hired with critical care transport experience, C-NPT or NPS certification highly preferred. 

Degrees, Licensure, and/or Certification

  • North Carolina State Licensure
  • Registry (RRT) by the National Association for Respiratory Care (NBRC)
  • Certification in Basic Life Support (BLS)
  • Certification in Advanced Cardiac Life Support (ACLS)
  • Certification in Pediatric Advanced Life Support (PALS)
  • Certification in Neonatal Resuscitation (NRP) 

Knowledge, Skills, and Abilities

  • Knowledge necessary to make appropriate clinical decisions and interaction relative to the specific age of a patient.
  • Skills validation/certification of competencies for the duties and responsibilities required for a Level I RT.
  • Skills validation / certifications of competencies for the duties and responsibilities of this level. Work involves contact with patients of all ages, family members, physicians, nursing, and all other members of the health care team.
  • Work is performed in all areas of the hospital.
  • Work may require lifting or pushing in excess of 30 pounds.
  • Required to carry emergency airway bag weighing approximately 20 pounds.
  • Work requires walking, running, climbing and bending. Customer service and communication expertise.

Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.


Essential Physical Job Functions

Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

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Student Nurse Intern Per Diem Nights - Surgical

Pasadena, California Huntington Hospital

Posted today

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Job Descriptions

When you join the Huntington Hospital team, you are aligning yourself with an organization whose values drive our philosophy of compassionate community care. Over the past 129 years, we’ve grown from a small 16-bed hospital to a nationally recognized healthcare leader with 619 beds. As part of our commitment to providing equitable, high-quality care to all members of our community, we embrace differences and work hard to create a place of belonging for our patients and our employees. When you join the Huntington family, you’ll be empowered to enact change that continuously improves our ability to deliver world-class care, with kindness and dignity, to all who need it.

** Internal Workers – Please log into your Workday account to apply **

Huntington Hospital Employee Login

Compensation Range:

Anticipated compensation range of $27.93 - $32.59 / Hour depending on qualifications and experience. *12 hour shifts at Huntington Health are overtime-based (not a straight time rate for all 12 hours). Therefore, employees who work a full 12-hour shift will be paid their base rate for 8 hours AND overtime (1.5) for hours up to 12.

Department:

617201 Surgical 5E

Expectations:

This position is specifically designed to give nursing students or newly graduated nursing students concentrated exposure to acute patient care settings, and provides limited technical nursing care and clerical support services for assigned patients under the supervision of a Registered Nurse. This position may require flexibility of hours.

EDUCATION:
1. Education: Current enrollment in an accredited AA, BSN or MSN registered nursing program and successful completion of at least one semester or one quarter of clinical nursing courses with letter grades of "B" or GPA of 3.0 or better. OR newly graduated from an accredited BSN or MSN program and awaiting IP or ATT for NCLEX. Applicants must submit the following documents at the time of application:
   a. Verification of current enrollment or completion of an accredited registered nursing program such as a college or university registration form, or a statement from the college or university.
   B. Provide an unofficial copy of college or university transcripts
 c. Provide a completed competency checklist of validated skills from the university's’ simulation lab or equivalent.
   i. As the student progresses through their Nursing program, updated competency checklists will be submitted if additional skills are to be performed.
2. Provide at least one reference from a clinical instructor
(Competency checklist and reference not required for new graduates awaiting BRN processing)
*Applications submitted without the requisite documents may be rejected as incomplete. Diploma or transcripts on highest degree earned required.

LICENSES/CERTIFICATIONS:
Required:
Current Basic Life Support Provider (BLS) issued by American Heart Association

Worker Type:

Per Diem Part time

Shift:

Nights

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Associate Wealth Advisor, Schwab Wealth Advisory

46253 Meridian Hills, Indiana Charles Schwab

Posted 1 day ago

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Job Descriptions

full time
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.  

Schwab’s Wealth Advisory team embodies our firm’s commitment to client -centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.  

As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.  

This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.  

What you have

Required Qualifications :  

  • Active and valid FINRA Series 7   
  • Active and valid FINRA Series 66 (may be obtained with a 120-day COE)  
  • 1-3 years of experience in the financial services industry  

Preferred Qualifications :    

  • Experience servicing high net worth clients   
  • Bachelor’s Degree   

In addition to the salary range, this role is also 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

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Associate Wealth Advisor - Schwab Wealth Advisory

90071 Grape Gardens, California Charles Schwab

Posted 1 day ago

Job Viewed

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Job Descriptions

full time
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.

As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.

This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.

What you have

Required Qualifications:

  • Active and valid FINRA Series 7
  • Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
  • 1-3 years of experience in the financial services industry

Preferred Qualifications:

  • Experience servicing high net worth clients
  • Bachelor’s Degree

In addition to the salary range, this role is also 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

View Now

Sr Specialist, Service Associate - Schwab Wealth Advisory

85070 Westridge Shadows, Arizona Charles Schwab

Posted 1 day ago

Job Viewed

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Job Descriptions

full time
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. 

 
As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service. Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades. You’ll strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy. If you’re looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you.  

We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.

What you have

Required Qualifications: 

  • Undergraduate degree required  
  • Active and valid FINRA Series 7 license required    
  • Active and valid FINRA 66 licenses required   (may be obtained with a 120-day COE)    
  • Minimum 2 year of experience in the financial services industry   working directly with clients  

Preferred Qualifications:  

  • Experience servicing high-net-worth clients  
  • General understanding of brokerage regulations and rules that govern client accounts 
  • Demonstrated experience handling client concerns and issues with tact and diplomacy 
  • Excellent written and oral communication skills, attention to detail 
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously 
  • Need to be able to build and maintain good cross departmental working relationships 

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

View Now

Associate Wealth Advisor - Schwab Wealth Advisory

90262 Lynwood, California Charles Schwab

Posted 1 day ago

Job Viewed

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Job Descriptions

full time
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.

As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.

This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.

What you have

Required Qualifications:

  • Active and valid FINRA Series 7
  • Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
  • 1-3 years of experience in the financial services industry

Preferred Qualifications:

  • Experience servicing high net worth clients
  • Bachelor’s Degree

In addition to the salary range, this role is also 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

View Now

Sr Specialist, Service Associate - Schwab Wealth Advisory

85261 Scottsdale, Arizona Charles Schwab

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Descriptions

full time
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. 

 
As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service. Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades. You’ll strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy. If you’re looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you.  

We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.

What you have

Required Qualifications: 

  • Undergraduate degree required  
  • Active and valid FINRA Series 7 license required    
  • Active and valid FINRA 66 licenses required   (may be obtained with a 120-day COE)    
  • Minimum 2 year of experience in the financial services industry   working directly with clients  

Preferred Qualifications:  

  • Experience servicing high-net-worth clients  
  • General understanding of brokerage regulations and rules that govern client accounts 
  • Demonstrated experience handling client concerns and issues with tact and diplomacy 
  • Excellent written and oral communication skills, attention to detail 
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously 
  • Need to be able to build and maintain good cross departmental working relationships 

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

View Now

Associate Wealth Advisor - Schwab Wealth Advisory

91122 Pasadena, California Charles Schwab

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Descriptions

full time
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.

As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.

This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.

What you have

Required Qualifications:

  • Active and valid FINRA Series 7
  • Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
  • 1-3 years of experience in the financial services industry

Preferred Qualifications:

  • Experience servicing high net worth clients
  • Bachelor’s Degree

In addition to the salary range, this role is also 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

View Now

Sr Specialist, Service Associate - Schwab Wealth Advisory

85318 Pineapple Point, Arizona Charles Schwab

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Descriptions

full time
Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. 

 
As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab Wealth Advisory clients. On this client-facing, in-bound phone team, you will be able to build on your growing expertise to deliver extraordinary and consistent service. Through mentorship, coaching, and ongoing training, you will have the opportunity to develop a strong foundation in wealth management, allowing you to act as a subject matter expert with clients as you provide technical assistance and place solicited trades. You’ll strengthen client relationships as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the economy. If you’re looking for a role with a firm that will prioritize your development and set you on the path to becoming a Wealth Advisor, this could be the opportunity for you.  

We place a premium on high performance, quality service and the ability to contribute to the Schwab Wealth Advisory Investment strategy.

What you have

Required Qualifications: 

  • Undergraduate degree required  
  • Active and valid FINRA Series 7 license required    
  • Active and valid FINRA 66 licenses required   (may be obtained with a 120-day COE)    
  • Minimum 2 year of experience in the financial services industry   working directly with clients  

Preferred Qualifications:  

  • Experience servicing high-net-worth clients  
  • General understanding of brokerage regulations and rules that govern client accounts 
  • Demonstrated experience handling client concerns and issues with tact and diplomacy 
  • Excellent written and oral communication skills, attention to detail 
  • Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously 
  • Need to be able to build and maintain good cross departmental working relationships 

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

View Now

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Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary