Wealth Advisor, Schwab Wealth Advisory - International Team
Charles Schwab
Irvine, CA
28 days ago
Not specified, eligible for bonus or incentive opportunities
Job Description
Join Schwab as a Wealth Advisor to make a significant impact in clients' lives while managing complex portfolios. You'll work within a collaborative team, leveraging a broad range of products to provide personalized advisory services.
Key Responsibilities
Provide non-discretionary investment advisory solutions
Deliver exceptional client experiences as a fiduciary
Manage complex portfolios using a vast array of products
Collaborate within a dedicated Schwab Wealth Advisory team
Required Qualifications
Fluent Mandarin speaker
Bachelor's Degree
Active FINRA Series 7 license
Active FINRA Series 66 license (or obtainable within 120 days)
Three or more years advisory experience
Five or more years in the financial services industry working directly with clients
Preferred Qualifications
CFP or CFA preferred
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 sabbaticalsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance