Join Schwab as a Wealth Advisor and make a meaningful impact in clients' lives by providing expert financial advice and support within a collaborative team. Enjoy a supportive culture focused on your personal and professional growth while leveraging a diverse range of investment products.
Key Responsibilities
Provide personal relationship, specialized service, and ongoing advice to clients
Work as a fiduciary within a dedicated team
Help clients manage complex portfolios and achieve their 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