Join Schwab as a Wealth Advisor and make a direct impact on clients' financial futures. Work collaboratively within a premier advisory team to provide specialized investment guidance and manage complex portfolios, all while growing your wealth management expertise in a supportive environment.
Key Responsibilities
Deliver exceptional client experiences as a fiduciary
Provide specialized service and ongoing advice
Manage complex portfolios and help clients achieve their goals
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