Join Schwab Wealth Advisory as a Wealth Advisor and make a significant impact by providing personalized investment advice to clients. Collaborate with a dedicated team to deliver exceptional service and manage complex portfolios, all while growing your expertise in a supportive environment.
Key Responsibilities
Provide clients with personal relationships and specialized service
Deliver exceptional client experience as a fiduciary
Manage complex portfolios and help clients achieve their 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
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