Join Schwab as a Wealth Advisor and make a significant impact on clients' financial lives. You'll provide personalized investment advice and collaborate with a dedicated team to enhance client experiences while developing your wealth management expertise.
Key Responsibilities
Provide clients with personal relationship and specialized service
Deliver ongoing advice built on Schwab’s approach to investing
Manage complex portfolios and help clients achieve their 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