Join Schwab as a Wealth Advisor and make a direct impact on clients' lives with personalized investment solutions. Collaborate with a dedicated team while enhancing your wealth management expertise, all within a supportive and innovative environment.
Key Responsibilities
Provide personalized investment advisory solutions
Manage complex portfolios for clients
Deliver exceptional client experience as a fiduciary
Collaborate with 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
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