Wealth Advisor, Schwab Wealth Advisory

Charles Schwab • San Francisco, CA

447d • $125,000 - $160,000

About The Position

As a Wealth Advisor within Schwab Wealth Advisory, you will provide clients with personalized investment advice and services, working as a fiduciary to enhance their financial well-being. This role emphasizes relationship management and requires a deep understanding of various investment products to help clients manage complex portfolios effectively. You will collaborate with a dedicated team to deliver exceptional client experiences and grow your wealth management expertise.

Requirements

• Bachelor's Degree required.
• Active FINRA Series 7 license required.
• Active FINRA Series 66 license (or may be obtained within the first 120 days).
• Three or more years of advisory experience.
• Five or more years in the financial services industry working directly with clients.

Nice To Haves

• CFP or CFA preferred.
• Superior relationship management and client retention experience.
• Polished interpersonal, communication, and presentation skills.
• Attention to detail.

Responsibilities

• Provide personalized investment advice and services to clients.
• Manage complex client portfolios using a variety of investment products.
• Build and maintain strong client relationships to enhance retention.
• Collaborate with a dedicated Schwab Wealth Advisory team to deliver exceptional client experiences.
• Leverage Schwab's investment philosophy to guide clients in achieving their financial goals.

Benefits

• 401(k) with company match
• Employee stock purchase plan
• Paid parental leave
• Sabbatical after every 5 years of service
• Health insurance
• Dental insurance
• Tuition reimbursement
• Paid time for vacation and volunteering

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees