Join Schwab as a Wealth Advisor and make an impact by providing exceptional financial advice and managing client portfolios. Collaborate with a dedicated team to deliver personalized, fiduciary services while enjoying a supportive culture focused on your professional growth.
Key Responsibilities
Provide personalized investment advice as a fiduciary
Manage complex client portfolios
Work collaboratively within a dedicated Schwab Wealth Advisory team
Deepen relationships with clients and partners
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 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance