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Financial advisor investment services

Charles Schwab

Lynwood, CA
10 days ago

Job Description

Join Charles Schwab as a Wealth Advisor and leverage your expertise in investment advisory to provide exceptional service to clients. You'll work within a collaborative environment, helping clients navigate complex portfolios with a wide array of investment options.

Required Qualifications

  • Bachelor’s degree
  • Three or more years advisory experience in financial planning and portfolio customization
  • Five or more years in the financial services industry working directly with clients

Benefits & Perks

401(k) with company matchEmployee stock purchase planPaid parental leaveFamily building benefitsTuition reimbursementHealth insuranceDental insuranceVision insurance