Join Schwab as a Wealth Advisor and drive meaningful impact for clients through specialized service and investment advice. Collaborate with a dedicated team to deliver exceptional experiences while deepening your wealth management expertise.
Key Responsibilities
Provide personal relationship and specialized service to clients
Deliver exceptional client experience as a fiduciary
Help clients manage complex portfolios and achieve financial 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 experience
Polished interpersonal and communication skills
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