Join Schwab as a Wealth Advisor to make a significant impact on clients' financial journeys. You'll provide specialized services and advice, leveraging a comprehensive suite of investment products while working in a collaborative environment that fosters your growth and expertise.
Key Responsibilities
Provide personalized investment advisory solutions to clients
Work as a fiduciary within a dedicated team
Manage complex portfolios and 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, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
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, volunteering, and sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance