Join Charles Schwab as a Wealth Advisor and be part of a premier investment advisory team. Empower clients with personalized service and expert advice while managing complex portfolios and building meaningful relationships. This role offers a supportive culture and the opportunity to make a significant impact in the finance industry.
Key Responsibilities
Provide personalized investment advisory services to clients
Create and customize financial plans and portfolios
Work as a fiduciary within a dedicated team
Deliver exceptional client experiences
Manage complex portfolios using a vast array of investment products
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, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance