As a Wealth Advisor at Schwab, you will empower clients with personalized investment advice while working in a collaborative team environment. You will leverage a wide array of financial products to help clients achieve their financial goals, all within a supportive and innovative culture.
Key Responsibilities
Provide personalized investment advisory services
Work as a fiduciary within a dedicated team
Deliver exceptional client experiences
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 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 and volunteering time28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance