Join Schwab as a Wealth Advisor where you will provide personalized investment advice and create customized financial plans for clients. You'll work collaboratively in a supportive environment to help clients manage their portfolios and achieve their financial goals, while benefiting from a strong focus on professional development and a competitive benefits package.
Key Responsibilities
Provide clients with personalized investment advice
Create and customize financial plans and portfolios
Work as a fiduciary within a dedicated advisory team
Help clients manage complex portfolios and achieve financial goals
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, 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 leaveTuition reimbursementHealth, dental, and vision insurance