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Job Description
Join Schwab as a Wealth Advisor to make a meaningful impact on clients' financial futures. Collaborate in a dynamic team to provide expert investment advisory services, helping clients navigate complex portfolios and achieve their financial goals.
Key Responsibilities
Provide clients with a personal relationship and specialized service
Deliver an exceptional client experience as a fiduciary
Manage complex portfolios and achieve clients' goals
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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance