As a Wealth Advisor at Schwab, you'll provide personalized investment advisory services while working with a dedicated team. You'll utilize a broad range of financial products to help clients manage complex portfolios and achieve their financial goals in a supportive and collaborative environment.
Key Responsibilities
Provide clients with personal relationship and specialized service
Deliver exceptional client experience as a fiduciary
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, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance