Join Schwab as a Wealth Advisor and make a meaningful impact in clients' lives by providing tailored investment advice. You'll collaborate with a dedicated team to manage complex portfolios and help clients achieve their financial goals, all while developing your expertise in a supportive environment.
Key Responsibilities
Provide personalized investment advisory services
Work as a fiduciary to deliver exceptional client experiences
Manage complex portfolios and help clients achieve financial goals
Collaborate with a dedicated advisory team and industry-leading partners
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