Join Schwab as a Wealth Advisor to make a meaningful impact on clients' financial journeys. This role offers the opportunity to work with a dedicated team, utilizing a comprehensive range of investment products to deliver personalized advice and exceptional client service.
Key Responsibilities
Provide personalized investment advisory services
Create and customize financial plans and portfolios for clients
Work collaboratively within a team to 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 and client retention experience
Polished interpersonal, communication and presentation skills
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