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Job Description
Join Charles Schwab as a Wealth Advisor, where you will provide personalized investment advice and manage complex portfolios for clients. This role emphasizes creative problem solving and offers a supportive culture focused on your professional growth.
Key Responsibilities
Provide clients with personalized investment advice
Create and customize financial plans and portfolios
Manage complex portfolios to help clients achieve their financial 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