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Job Description
Join Charles Schwab as a Wealth Advisor, where you'll empower clients with personalized financial advice and services. Leverage a wide range of investment products to help clients manage their portfolios and achieve their financial goals in a collaborative and supportive environment.
Key Responsibilities
Create and customize financial plans and portfolios for clients
Provide specialized service and ongoing advice
Manage complex portfolios and help clients 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