Join Charles Schwab as a Wealth Advisor to provide clients with personalized investment advice and support them in managing complex portfolios. You'll collaborate in a dynamic environment that encourages professional growth and innovation.
Key Responsibilities
Provide clients with personalized investment advice
Create and customize financial plans and portfolios
Manage complex client portfolios using a vast array of financial products
Required Qualifications
Bachelor’s degree
Three or more years 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