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Job Description
Join Charles Schwab as a Wealth Advisor and transform the finance industry by providing clients personalized investment advice and portfolio management. This role offers the opportunity to deepen your wealth management expertise while making a positive impact on clients' financial goals.
Key Responsibilities
Provide personal relationship and specialized service to clients
Offer ongoing advice based on Schwab’s investment philosophy
Help clients manage complex portfolios
Required Qualifications
Bachelor’s degree
Three or more years of advisory experience
Five or more years in the financial services industry
Preferred Qualifications
Experience in creating and customizing financial plans and portfolios
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leaveFamily building benefitsTuition reimbursementHealth, dental, and vision insurance