Join Charles Schwab as a Wealth Advisor to make a significant impact in clients' financial lives. You'll provide tailored investment solutions, collaborate within a dedicated team, and use a broad array of products to help clients achieve their financial goals.
Key Responsibilities
Provide personalized investment advisory services
Work as a fiduciary within a dedicated team
Deliver exceptional client experiences
Manage complex portfolios using a variety of financial products
Required Qualifications
Bachelor’s degree
Active FINRA Series 7 license
Active FINRA Series 66 license
Three or more years advisory experience in financial planning and portfolios
Five or more years in the financial services industry working directly with clients
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