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Job Description
Join Charles Schwab as a Wealth Advisor and transform the finance industry by providing personalized investment advisory services. Leverage a broad range of financial products to empower clients in managing their wealth and achieving their financial goals.
Key Responsibilities
Create and customize financial plans and portfolios for clients
Provide ongoing advice and specialized service
Manage complex portfolios to help clients achieve their goals
Required Qualifications
Bachelor’s degree
Three or more years advisory experience
Five or more years in the financial services industry
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid parental leaveFamily building benefitsTuition reimbursementHealth, dental, and vision insurance