Join Charles Schwab as a Wealth Advisor and empower clients with tailored financial advice. Enjoy a collaborative team environment and opportunities for professional growth while making a positive impact in the finance industry.
Key Responsibilities
Provide personalized financial advice to clients
Manage complex portfolios and help clients achieve their financial goals
Collaborate with a dedicated Schwab Wealth Advisory team to deliver exceptional client experience
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 working directly with clients
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