Client Relationship Specialist - New York, NY (Grand Central)
Charles Schwab · New York, NY · Senior Level · Account management · posted yesterday
Charles Schwab · Orlando, FL · posted 32 days ago
By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.
| Employer | Charles Schwab |
|---|---|
| Location | Orlando, Florida |
| Field | Finance and Insurance › Banking and wealth advisory |
| Level | Senior Level |
| Source category | Unknown |
| Posted | 2026-10-07 (32 days ago) |
| Work arrangement | On-site at the location listed |
| Pay | Not published in the source listing |
Pay range:
USD $27.74 - $31.83 / Hour
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 service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you'll bring your passion for helping others together with your licensed expertise to guide clients through meaningful financial conversations. You'll serve as a trusted voice on the phone-listening actively, building confidence, and taking ownership to resolve complex needs with care and clarity.
Each interaction is an opportunity to deliver an exceptional client experience through thoughtful problem-solving, clear communication, and empathetic guidance. You'll partner closely with teammates, advocate for client needs, and strengthen long-term relationships built on trust and respect. At the same time, you'll be supported by a collaborative culture that encourages continuous learning, professional growth, and career mobility across Schwab.
If you're licensed, client-focused, and motivated by making a real difference for others, this is where your impact grows.
We offer a competitive pay and bonus package. Starting compensation for this location ranges from $57,700 - $66,200, depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
What you have
We believe great service starts with the right mindset and skills. Successful candidates demonstrate a passion for helping others, accountability in their work, and confidence navigating client conversations.
Requirements:
Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Charles Schwab Jobs in Florida Jobs in Orlando, FL Orlando city guide Florida state guide Orange County economy
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This is a Senior Level role in the Finance and Insurance field (Banking and wealth advisory) at Charles Schwab. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.
We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.
Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.
This is editorial guidance, not information from the employer.
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The job is in Orlando, FL. Below is what the official statistics say about living and working there.
How Orlando compares. Among the 120 largest places in Florida, Orlando is #4 by population, #116 for homeownership (#1 = highest), #22 for long commutes (#1 = fewest), #31 for college degrees (#1 = most). Its county, Orange County, is #8 of 67 counties for average pay ($67,805).
Orlando has 319,758 residents (ACS 2020–2024), about 1.4% of the population of Florida. It covers 111 square miles of land, which works out to roughly 2,878 people per square mile. The median age is 35.1, 18% younger than the state median (35.1 against 42.6).
The median gross rent is $1,747 a month (rent plus utilities), 5% above the state median ($1,747 against $1,669). Over a year that is 29.0% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $394,100, which is 5.4 times the median household income ($72,336); a ratio above 5 usually means buying is out of reach without savings or a second income. 39.5% of households own their home, 42% below the state average (39.5% against 67.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.
The Orlando-Kissimmee-Sanford, FL metropolitan area has 1,411,730 jobs in the BLS wage survey, and the median pay across all occupations is $46,630 a year, 9% below the national median ($46,630 against $50,980). The biggest occupation groups are office and administrative support (173,110 jobs, median $44,730); food preparation and serving related (163,040 jobs, median $34,190); sales and related (150,550 jobs, median $36,780). The area is most specialised in arts, design, entertainment, sports, and media (1.6 times) and personal care and service (1.5 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($106,820) and computer and mathematical ($101,550). In 2026M09 the unemployment rate of Orange County was 4.2%. 72.2% of residents aged 16 and over are in the labour force. The city lies in Orange County; its jobs, pay by industry and GDP are on the county page.
Among workers, 68.1% drive alone, 1.9% use public transit, 1.6% walk, 16.2% work from home. 12.0% of workers commute 45 minutes or more, 34% below the state average (12.0% against 18.1%).
42.5% of adults aged 25 and over hold a bachelor's degree or higher, 25% above the state share (42.5% against 34.1%). 25.4% of residents were born outside the United States, 16% above the state share (25.4% against 21.9%). The poverty rate is 14.7%, 17% above the state rate (14.7% against 12.6%).
The warmest month is Jul, averaging 81°F (27.4°C), and the coolest is Jan at 59°F (15.0°C). About 1,301 mm (51 inches) of precipitation falls in a year; Jun is the wettest month (208 mm) and Nov the driest (48 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.
Closest cities in this guide: Meadow Woods (5 miles, rent 9% higher); Alafaya (9 miles, rent 14% higher); St. Cloud (12 miles, rent 4% lower); Kissimmee (12 miles, rent 6% lower). Rent differences are against Orlando; use the Compare tab to put any two cities side by side.
Full guide to Orlando →Florida guideAll jobs in Orlando
These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.
Places within 50 miles (straight line) of Orlando, FL that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.
| Place ⇅ | Distance from the job city ⇅ | Median rent ⇅ | Median home value ⇅ | Median household income ⇅ | Commute 45+ min ⇅ | Rent as % of occupation pay ⇅ | Open jobs there ⇅ |
|---|---|---|---|---|---|---|---|
| Orlando, FL | 0 mi | $1,747 | $394,100 | $72,336 | 12.0% | n/a | Jobs |
| Meadow Woods, FL | 5 mi | $1,906 | $401,000 | $82,744 | 24.6% | n/a | — |
| Alafaya, FL | 9 mi | $1,999 | $425,500 | $100,950 | 23.4% | n/a | — |
| St. Cloud, FL | 12 mi | $1,683 | $356,200 | $83,174 | 33.6% | n/a | — |
| Kissimmee, FL | 12 mi | $1,647 | $304,400 | $53,758 | 24.3% | n/a | — |
| University, FL | 13 mi | $1,445 | $298,900 | $59,852 | 11.4% | n/a | — |
| Pine Hills, FL | 18 mi | $1,542 | $253,300 | $58,673 | 18.3% | n/a | — |
| Oviedo, FL | 18 mi | $1,955 | $454,000 | $117,070 | 16.4% | n/a | — |
| Winter Springs, FL | 19 mi | $1,867 | $378,700 | $92,574 | 18.7% | n/a | — |
| Altamonte Springs, FL | 19 mi | $1,740 | $293,000 | $64,070 | 12.1% | n/a | — |
| Ocoee, FL | 21 mi | $1,946 | $406,400 | $98,911 | 16.9% | n/a | — |
| Horizon West, FL | 22 mi | $2,464 | $562,200 | $127,335 | 14.1% | n/a | — |
| Winter Garden, FL | 23 mi | $1,963 | $476,000 | $106,495 | 15.9% | n/a | — |
| Poinciana, FL | 24 mi | $1,965 | $290,700 | $68,015 | 51.6% | n/a | — |
| Four Corners, FL | 24 mi | $1,847 | $351,800 | $72,879 | 22.4% | n/a | — |
| Apopka, FL | 26 mi | $1,969 | $394,900 | $96,884 | 21.7% | n/a | — |
| Sanford, FL | 26 mi | $1,609 | $309,300 | $66,891 | 15.2% | n/a | — |
| Titusville, FL | 29 mi | $1,334 | $266,600 | $66,192 | 12.0% | n/a | — |
| Clermont, FL | 30 mi | $1,828 | $418,400 | $82,306 | 27.4% | n/a | — |
| Deltona, FL | 34 mi | $1,711 | $285,400 | $76,924 | 28.1% | n/a | — |
We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:
Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)
How far Orlando, FL is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.
| From ⇅ | Straight-line distance (miles) ⇅ | Population of that city ⇅ |
|---|---|---|
| Jacksonville, FL | 135 mi | 977,670 |
| Charlotte, NC | 471 mi | 903,844 |
| Columbus, OH | 806 mi | 914,802 |
| Indianapolis, IN | 833 mi | 885,860 |
| Houston, TX | 858 mi | 2,328,253 |
| Philadelphia, PA | 874 mi | 1,579,706 |
| New York, NY | 943 mi | 8,483,844 |
| Dallas, TX | 970 mi | 1,307,930 |
| Chicago, IL | 996 mi | 2,711,226 |
| Austin, TX | 1,001 mi | 979,539 |
| Fort Worth, TX | 1,003 mi | 963,194 |
| San Antonio, TX | 1,046 mi | 1,479,835 |
| Oklahoma City, OK | 1,069 mi | 697,125 |
| Denver, CO | 1,556 mi | 718,877 |
| Phoenix, AZ | 1,854 mi | 1,642,323 |
| San Diego, CA | 2,145 mi | 1,389,526 |
| Los Angeles, CA | 2,217 mi | 3,857,263 |
| San Jose, CA | 2,413 mi | 990,138 |
| San Francisco, CA | 2,481 mi | 830,235 |
| Seattle, WA | 2,559 mi | 754,195 |
| City ⇅ | Straight-line distance ⇅ | Open jobs ⇅ |
|---|---|---|
| Sebring, FL | 66 mi | 3 |
| Tampa, FL | 81 mi | 161 |
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A senior level role in finance and insurance (banking and wealth advisory) listed 32 days ago. The full description is on this page and on The Muse.
Orlando, FL.
Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.
The listing does not publish pay, and we could not match the title to one official occupation.
Median rent in Orlando is $1,747 a month and median household income $72,336 (ACS 2020–2024).
It was posted on 2026-10-07 (32 days ago). Jobs older than 90 days are not shown.
Yes: browse banking and wealth advisory jobs in Florida.
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