Join Schwab as a Wealth Advisor to make a direct impact on clients' financial success. Leverage a wide array of investment products while collaborating with a dedicated team in a supportive and innovative environment.
Key Responsibilities
Provide clients with specialized service and ongoing advice
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Manage complex portfolios and help clients achieve their goals
Deepen relationships with various partners and industry-leading advisors
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 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