Wealth Advisor, Schwab Wealth Advisory
Company: Charles Schwab
Location: Corona Del Mar
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour 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 leverage 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 stakeholders, 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 Skills: 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 advisory
experience Five or more years in the financial services industry
working directly with clients Preferred Skills: CFP or CFA
preferred 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
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Keywords: Charles Schwab, East Los Angeles , Wealth Advisor, Schwab Wealth Advisory, Other , Corona Del Mar, California
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