Join Charles Schwab as a Wealth Advisor and leverage your expertise to provide exceptional investment advice to clients. You'll work in a collaborative environment that values innovative thought and personal relationships, empowering you to help clients manage their financial goals effectively.
Key Responsibilities
Provide personalized investment advisory services to clients
Work as a fiduciary within a dedicated team
Manage complex portfolios and help clients achieve financial goals
Required Qualifications
Bachelor’s degree
Active FINRA Series 7 license
Active FINRA Series 66 license
Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance