Join Charles Schwab as a Wealth Advisor and empower clients with personalized investment advice and financial planning. Leverage a wide range of financial products and collaborate with a dedicated team to enhance client experiences and deepen your expertise in wealth management.
Key Responsibilities
Provide clients with a personal relationship, specialized service, and ongoing advice.
Work as a fiduciary within a dedicated Schwab Wealth Advisory team.
Manage complex portfolios and help clients achieve their financial goals.
Required Qualifications
Bachelor’s degree
Active FINRA Series 7 license (may be obtained with a 120-day condition for certain designation holders)
Active FINRA Series 66 license (may be obtained within the first 120 days)
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 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance