Join Schwab as a Wealth Advisor and empower clients with personalized investment strategies. You will work within a dedicated team to enhance client relationships and manage complex portfolios while receiving support for your professional growth.
Key Responsibilities
Provide personalized investment advisory services
Create and customize financial plans and portfolios
Work as a fiduciary to deliver exceptional client experience
Manage complex portfolios using a variety of financial products
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 experience
Polished interpersonal, communication and presentation skills
Attention to detail
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time off for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance