Bilingual International Wealth Advisor – Fiduciary Guidance

Charles Schwab; Orlando (FL); Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Paid time for vacation and volunteering

Tuition reimbursement

Health, dental, and vision insurance

Résumé du poste

Charles Schwab is seeking a Wealth Advisor to join its Wealth Advisory’s International Team in Orlando, Florida. This role offers a unique opportunity to provide personalized investment advisory services for bilingual and international clients, emphasizing relationship management and customized financial planning.

The right candidate will possess a Bachelor’s degree, along with strong bilingual skills in English and Spanish. A commitment to client retention, along with prior advisory experience, will be essential for success in this position.

Charles Schwab provides a competitive salary along with benefits like a 401(k) match, paid parental leave, and health insurance.

Qualifications

• Three or more years advisory experience in financial planning.
• Five or more years in financial services with client interaction.
• Active FINRA Series 7 and 66 licenses are necessary.

Responsabilités

• Provide personalized investment advisory services to international clients.
• Manage complex portfolios using a variety of financial products.
• Collaborate with a dedicated advisory team to enhance client relationships.

Connaissances

Bilingual (English & Spanish)

Relationship management

Communication skills

Attention to detail

Formation

Bachelor’s degree

Description du poste

Charles Schwab is seeking a Wealth Advisor to join its Wealth Advisory’s International Team in Orlando, Florida. This role offers a unique opportunity to provide personalized investment advisory services for bilingual and international clients, emphasizing relationship management and customized financial planning.

The right candidate will possess a Bachelor’s degree, along with strong bilingual skills in English and Spanish. A commitment to client retention, along with prior advisory experience, will be essential for success in this position.

Charles Schwab provides a competitive salary along with benefits like a 401(k) match, paid parental leave, and health insurance.