Join Charles Schwab as a Wealth Advisor and make a meaningful impact on clients' financial journeys. Leverage a broad range of investment products and collaborate with an experienced team to provide exceptional advisory services. Enjoy a supportive culture focused on your professional development.
Key Responsibilities
Provide personal relationship, specialized service, and ongoing advice to clients.
Work as a fiduciary within a dedicated Schwab Wealth Advisory team.
Help clients manage complex portfolios and achieve their financial 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
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance