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Job Description
As a Wealth Advisor at Schwab Wealth Advisory, you will provide personalized investment advice and tailored financial planning to help clients manage complex portfolios. This role offers a supportive culture focused on your professional growth and the opportunity to make a significant impact in the finance industry.
Key Responsibilities
Create and customize financial plans and portfolios for clients
Provide ongoing advice and specialized service to clients
Help clients manage complex portfolios and achieve their goals
Required Qualifications
Bachelor’s degree
Three or more years advisory experience
Five or more years in the financial services industry
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance