Join Schwab as a Wealth Advisor where you'll provide personalized investment advice to clients while collaborating with a dedicated team. You'll have the opportunity to impact clients' lives by managing complex portfolios and utilizing a wide array of investment products. Enjoy a supportive culture focused on your personal and professional growth.
Key Responsibilities
Provide clients with personalized investment advice
Manage complex portfolios and help clients achieve financial goals
Work collaboratively within the Schwab Wealth Advisory team
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 vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance