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Job Description
Join Charles Schwab as a Wealth Advisor and transform the finance industry with innovative solutions. You'll provide clients with personalized advice and manage their complex portfolios while developing your expertise in a supportive culture.
Key Responsibilities
Provide personal relationships and specialized service to clients
Create and customize financial plans and portfolios
Manage complex portfolios and achieve client goals
Required Qualifications
Bachelor’s degree
Three or more years of advisory experience
Five or more years in the financial services industry working directly with clients
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance