Join Schwab as a Wealth Advisor to empower clients with personalized investment advice and financial planning. Collaborate within a dedicated team and leverage a vast array of products to manage complex portfolios, helping clients achieve their financial goals.
Key Responsibilities
Provide personalized investment advice to clients
Create and customize financial plans and portfolios
Work as a fiduciary within a dedicated team
Manage complex client portfolios using a variety of 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 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