Join Schwab as a Wealth Advisor and empower clients to achieve their financial goals through personalized service and expert advice. Work within a collaborative team while developing your wealth management expertise in a supportive culture that values workplace flexibility.
Key Responsibilities
Provide personal relationship and specialized service to clients
Deliver exceptional client experience as a fiduciary
Manage complex portfolios and achieve client goals
Collaborate with an experienced team and deepen relationships with partners
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, volunteering, and sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance