Join Schwab Wealth Advisory as a Wealth Advisor, where you'll empower clients through personalized service and expert advice. Work within a collaborative team while managing complex portfolios and achieving client goals in a supportive environment.
Key Responsibilities
Provide clients with personal relationship, specialized service, and ongoing advice
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Deliver an exceptional client experience
Manage complex portfolios and achieve client 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
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