Join Schwab as a Wealth Advisor and make a direct impact on clients' lives by providing specialized investment advice. You'll work within a collaborative team, leveraging a broad range of financial products to help clients achieve their goals. This opportunity allows for professional growth in a supportive environment.
Key Responsibilities
Provide personal relationship and ongoing advice to clients
Work as a fiduciary within a dedicated team
Manage complex portfolios using a vast array of 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
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance