Join Schwab as a Wealth Advisor and make a meaningful impact in clients' lives through personalized investment advisory services. Collaborate with a dedicated team and leverage a broad range of products to help clients manage their financial goals effectively.
Key Responsibilities
Provide personal relationship and specialized service to clients
Deliver an exceptional client experience as a fiduciary
Manage complex portfolios and achieve client goals
Work collaboratively within 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 vacation, volunteering, and sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance