Join Charles Schwab as a Wealth Advisor and transform the finance industry by providing specialized investment advisory services. Collaborate in a supportive culture and use a diverse range of products to help clients achieve their financial goals.
Key Responsibilities
Provide personal relationship and specialized service to clients
Create and customize financial plans and portfolios
Manage complex portfolios using a variety of investment products
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