Join Schwab as a Wealth Advisor and make a meaningful impact on clients' financial journeys. In this role, you'll provide expert investment advice, create tailored financial plans, and enhance your skills within a collaborative environment while helping clients achieve their financial goals.
Key Responsibilities
Provide personalized investment advisory services to clients
Create and customize financial plans and portfolios
Work collaboratively within the Schwab Wealth Advisory team
Deliver an exceptional client experience
Manage complex portfolios using a wide array of investment products
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 and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance