Wealth Advisor, Schwab Wealth Advisory
About The Position
Schwab Private Client is a premier, fee-based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. To read more about our client offerings visit: Charles Schwab - Investor Services
Requirements
- Undergraduate degree required
- Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days)
- Three or more years advisory experience required
- Five or more years in the financial services industry working directly with clients highly preferred
- Superior relationship management and client retention experience
- Polished interpersonal, communication and presentation skills, attention to detail
Nice To Haves
- CFP or CFA preferred
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
