Join Schwab as a Wealth Advisor and make a significant impact on clients' financial lives. In this role, you'll provide personalized advice, work collaboratively within a dedicated team, and leverage a wide range of investment products to help clients manage complex portfolios and achieve their financial goals.
Key Responsibilities
Provide clients with personalized investment advice
Create and customize financial plans and portfolios
Work as a fiduciary within a dedicated advisory team
Deepen relationships with clients and 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
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