Join Schwab as a Wealth Advisor to empower clients with personalized investment strategies and exceptional service. Collaborate with a team of experts to deliver impactful financial advice and deepen client relationships in a supportive environment.
Key Responsibilities
Provide personalized investment advisory solutions
Create and customize financial plans and portfolios for clients
Work as a fiduciary within a dedicated team
Deliver exceptional client experiences
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, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance