Join Schwab as a Wealth Advisor and make a significant impact on clients' financial lives. Work within a collaborative team to provide specialized investment advice and manage complex portfolios, while enjoying a supportive culture focused on your professional growth.
Key Responsibilities
Provide personal relationships and specialized service to clients
Deliver ongoing advice and manage complex portfolios
Collaborate within the Schwab Wealth Advisory team
Deepen relationships with various partners and 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 the financial services industry
Preferred Qualifications
CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal and communication skills
Attention to detail
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance