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Financial advisor investment services

Charles Schwab

Scottsdale, AZ
9 days ago

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Job Description

Join Charles Schwab as a Wealth Advisor to help clients navigate their financial goals with tailored investment strategies. You'll leverage a comprehensive suite of products to build lasting client relationships in a supportive culture that fosters your professional growth.

Key Responsibilities

  • Create and customize financial plans and portfolios for clients
  • Manage complex portfolios
  • Provide ongoing advice and specialized service

Required Qualifications

  • Bachelor’s degree
  • Three or more years 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