Join Charles Schwab as a Wealth Advisor and make a significant impact on clients' financial journeys. Work within a collaborative team to customize investment strategies and foster strong client relationships in a supportive, purpose-driven environment.
Key Responsibilities
Providing personalized investment advice and solutions
Customizing financial plans and managing client portfolios
Collaborating with a dedicated advisory team
Building strong relationships with clients
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
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