Join Schwab as a Wealth Advisor and make a significant impact on clients' financial futures. You'll provide personalized, fiduciary investment advice while working within a collaborative team that values innovation and professional growth. This role offers the opportunity to develop wealth management expertise and deepen client relationships.
Key Responsibilities
Provide clients with personal relationship and specialized service
Deliver ongoing financial advice as a fiduciary
Manage complex portfolios and help clients achieve their goals
Collaborate with industry-leading advisors and partners
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