Join Schwab as a Wealth Advisor and empower clients with personalized investment services in a collaborative, innovative environment. Grow your expertise with a supportive team while making a direct impact on clients' financial success.
Key Responsibilities
Provide clients with personalized investment advisory services
Manage complex portfolios and financial plans
Collaborate with a dedicated Schwab Wealth Advisory team
Deepen relationships with industry-leading advisors
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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance