Join Schwab as a Wealth Advisor, where you'll create personalized financial plans and manage client portfolios with a dedicated team. Leverage a vast array of investment products while developing your expertise in a supportive environment focused on client success.
Key Responsibilities
Provide personalized investment advice and financial planning
Manage complex client portfolios
Deliver exceptional client experiences as a fiduciary
Collaborate with a dedicated Schwab Wealth Advisory team
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