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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