Join Schwab as a Wealth Advisor and make a significant impact on clients' financial futures. You'll work within a premier advisory team, utilizing a diverse range of investment products to deliver tailored financial solutions and exceptional client experiences.
Key Responsibilities
Provide personalized investment advisory services
Create and customize financial plans and portfolios for clients
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Utilize a vast array of investment products to help clients manage complex portfolios
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 leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance