Join Schwab as a Wealth Advisor and empower clients with personalized financial advice while working in a collaborative environment. This role allows you to deepen your wealth management expertise and make a significant impact on clients' financial journeys.
Key Responsibilities
Provide clients with a personal relationship and specialized service
Deliver ongoing advice and manage complex portfolios
Work as a fiduciary within a dedicated team
Collaborate with various partners and 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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance