Join Schwab as a Wealth Advisor and make an impact in clients' lives by providing personalized investment advisory services. Collaborate with a dedicated team to deliver exceptional client experiences while managing complex portfolios. This role offers growth opportunities in a supportive environment focused on your professional development.
Key Responsibilities
Provide clients with personal relationships, specialized service, and ongoing advice
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
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
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