Wealth Advisor, Schwab Wealth Advisory - Century City
Charles Schwab
Bell, CA
2 days ago
Not specified
Job Description
Join Schwab as a Wealth Advisor and make a significant impact on clients' financial well-being. You'll work within a collaborative team, utilizing a wide array of investment products to help clients achieve their goals while developing your wealth management expertise.
Key Responsibilities
Provide personalized investment advisory services
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 experience
Polished interpersonal and communication skills
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid vacation and volunteering time28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance