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full-time

Sr Relationship Trader- Advisor Services Block Desk & Trading

Charles Schwab

Employer
Charles Schwab
Location
Westlake, Texas, United States
Working pattern
on-site
Salary
$112,300–$149,700 / year

About the role

Develop and execute strategies for complex equity and ETF orders, advise RIAs on execution choices and market impact, and manage Not-Held order flow and trade-related concerns. Build advisor relationships, analyze trading outcomes, deliver market education, and collaborate with internal and external partners to improve the Block Desk experience. Requires equity and ETF trading expertise, sound execution and risk judgment, strong client consulting, analytical, communication, and collaboration skills, and working proficiency with Bloomberg and electronic execution or order management platforms. Preferred qualifications include Series 57, Series 24, or Series 4 licenses and a bachelor’s degree or equivalent combination of education, training, military experience, and demonstrated skills.

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