Join Schwab as a Wealth Advisor and make a significant impact on clients' financial journeys. Work within a supportive team environment, leveraging a wide array of investment products to help clients achieve their financial goals.
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 various partners and industry-leading advisors
Required Qualifications
Bachelor’s degree
Active FINRA Series 7 license
Active FINRA Series 66 license
Three or more years advisory experience in financial planning
Five or more years in the financial services industry
Preferred Qualifications
CFP or CFA designation
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