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Job Description
Join Charles Schwab as a Wealth Advisor, where you will provide clients with personalized investment advisory services, helping them manage complex portfolios and achieve their financial goals. You'll have access to a vast array of investment products and a supportive culture focused on your development.
Key Responsibilities
Create and customize financial plans and portfolios for clients
Provide specialized service and ongoing advice
Manage complex client portfolios
Required Qualifications
Bachelor’s degree
Three or more years of advisory experience
Five or more years in the financial services industry
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leaveFamily building benefitsTuition reimbursementHealth, dental, and vision insurance