Wealth Advisor, Schwab Wealth Advisory - Century City
Charles Schwab
Lynwood, CA
1 day ago
Job Description
Join Schwab as a Wealth Advisor, where you'll make a meaningful impact on clients' financial lives through personalized advisory services. Collaborate with a dedicated team to deliver exceptional client experiences while developing your expertise in wealth management.
Key Responsibilities
Provide personal relationship and ongoing advice to clients
Deliver exceptional client experience as a fiduciary
Manage complex portfolios and assist clients in achieving their financial goals
Required Qualifications
Bachelor’s degree
Active FINRA Series 7 license
Active FINRA Series 66 license
Three or more years advisory experience
Five or more years in the financial services industry
Preferred Qualifications
CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance