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Job Description
Join Charles Schwab as a Wealth Advisor and transform the finance industry through innovative problem solving. In this role, you'll provide specialized investment advisory services and help clients manage complex portfolios while developing your expertise in wealth management.
Key Responsibilities
Creating and customizing financial plans and portfolios for clients
Providing personal relationship and specialized service to clients
Managing complex portfolios and helping clients achieve their goals
Required Qualifications
Bachelor’s degree
Three or more years advisory experience
Five or more years in the financial services industry
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance