Join Schwab as a Wealth Advisor to make a significant impact on clients' financial success. Collaborate within a premier advisory team, utilizing a broad range of investment products to help clients manage complex portfolios and achieve their goals. Experience professional growth while fostering strong relationships in a supportive work environment.
Key Responsibilities
Provide personalized investment advisory services to clients
Create and customize financial plans and portfolios
Work as a fiduciary within a dedicated advisory team
Deepen relationships with various industry 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 working directly with clients
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