Join Schwab as a Wealth Advisor, where you'll empower clients with personalized financial advice and a collaborative team environment. Utilize a diverse range of investment products and make a meaningful impact on clients' financial futures. Embrace a culture focused on professional growth and work-life balance.
Key Responsibilities
Provide personalized investment advisory solutions to clients
Work as a fiduciary within the Schwab Wealth Advisory team
Manage complex portfolios and achieve client goals
Collaborate with industry-leading advisors
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
Attention to detail
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