As a Wealth Advisor at Schwab, you'll empower clients with personalized investment advice within a collaborative team, using diverse financial products to manage their portfolios and achieve their goals.
Key Responsibilities
Provide clients with personal relationships and specialized service
Deliver exceptional client experiences as a fiduciary
Use a vast array of products to help clients manage complex portfolios
Work collaboratively with a dedicated Schwab Wealth Advisory team
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 sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance