C

Financial advisor investment services

Charles Schwab

Bell, CA
21 days ago

This Job Position Has Expired

This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

Join Charles Schwab as a Wealth Advisor and transform the finance industry by providing clients with personalized investment advice and specialized service. Develop your expertise in a supportive culture while helping clients achieve their financial goals.

Key Responsibilities

  • Provide personalized investment advice to clients
  • Create and customize financial plans and portfolios
  • Manage complex client portfolios

Required Qualifications

  • Bachelor’s degree
  • 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 parental leaveFamily building benefitsTuition reimbursementHealth, dental, and vision insurance