Join Schwab as a Wealth Advisor and make a significant impact on clients' financial journeys. This role allows you to leverage a range of investment products while working in a collaborative environment to enhance your wealth management expertise.
Key Responsibilities
Provide personalized investment advisory services to clients
Work as a fiduciary to deliver exceptional client experiences
Manage complex portfolios and help clients achieve their financial 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
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