Join Charles Schwab as a Wealth Advisor and empower clients with personalized investment advice while working in a collaborative team environment. This role offers you the chance to deepen your wealth management expertise and impact clients' financial futures.
Key Responsibilities
Provide personalized investment advisory solutions
Work as a fiduciary within a dedicated team
Manage complex client portfolios
Deliver exceptional client experiences
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 off for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance