Join Schwab Wealth Advisory as a Wealth Advisor and make a meaningful impact on clients' financial journeys. In this role, you will provide personalized investment advice and collaborate with a dedicated team, all while developing your expertise in wealth management.
Key Responsibilities
Provide personal relationships and specialized service to clients
Deliver exceptional client experiences as a fiduciary
Utilize a wide array of investment products to manage complex portfolios
Collaborate with a dedicated Schwab Wealth Advisory team
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 portfolio customization
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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance