Wealth Advisor - Schwab Wealth Advisory Job at Charles Schwab, Daly City, CA

ckhoOUVXamI4QjZMZXA3SkxxWWczVXhQVmc9PQ==
  • Charles Schwab
  • Daly City, CA

Job Description

Position Type: Regular

Your opportunity


At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have


 

Required Qualifications:

  • Bachelor’s degree
  • Active FINRA Series 7 license
    • (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)
  • Active FINRA Series 66 license
    • (May be obtained within the first 120 days)
  • Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
  • Five or more years in the financial services industry working directly with clients

Preferred Qualifications

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

 

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Job Tags

Similar Jobs

Eagle Mountain International Church

Social Media Moderator Job at Eagle Mountain International Church

Job Type Full-time Description This position will moderate social media networking sites, including Facebook, Instagram, YouTube, Twitter, and other similar social media outposts. The Social Media Moderator purposefully adds value to our Partners and Friends... 

Selrico Services Inc

Meal Delivery Aide for PHX Seniors (DW) Job at Selrico Services Inc

Job Summary:The Meal Delivery Aide for PHX Seniors at Selrico Services Inc. is responsible for ensuring timely and accurate delivery of nutritious meals to senior citizens in the Phoenix area. This is a part-time, hourly hospitality/restaurant position that requires a... 

Sittercity

Join Us as a Summer Day Camp Counselor for an Unforgettable Summer! Job at Sittercity

KE Camps is a leading provider of country club summer day camps for children aged 4-12. With locations nationwide, we create a fun-filled environment where...  ...seeking fun, responsible, creative, and dedicated Camp Counselors at Hillwood Country Club in Nashville, TN. As a... 

Matlen Silver

Genesys IVR Dev Job at Matlen Silver

Genesys Developer Role Location: Charlotte or Detroit Hybrid model 3 days/week onsite in Charlotte, NC or Detroit, MI. Rate: 70-75/hr on W2/C2C Interview Process: Zoom panel interview. Key Responsibilities: Design, develop, and support evolving ...

Aplin

Electrical Superintendent Job at Aplin

Aplin has partnered with an innovative, award-winning construction company with growing operations in the USA and Canada. They are seeking...  .... Liaises with client, other site contractors, union and labor relations, and site and office representatives. Visualizes...