Join Schwab as a Wealth Advisor and make a direct impact on clients' lives by delivering personalized investment advisory services. Collaborate with an experienced team and leverage a wide range of financial products to help clients achieve their goals while developing your wealth management expertise.
Key Responsibilities
Provide clients with a personal relationship and ongoing advice
Work as a fiduciary within a dedicated Schwab Wealth Advisory team
Deliver an exceptional client experience
Manage complex portfolios and help clients achieve their financial goals
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
Attention to detail
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