Fiduciary Wealth Advisor – Client Growth & Strategy

Charles Schwab; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in Los Angeles is seeking a Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary guidance, tailor financial plans, and manage client portfolios across stocks, bonds, ETFs, and mutual funds. You will collaborate with a dedicated team on-site to deliver an exceptional client experience.

The ideal candidate holds a Bachelor’s degree, FINRA Series 7 and 66 licenses (or can obtain within 120 days), 3+ years of advisory experience, and 5+ years in financial services with

Qualifications

• Bachelor’s degree required.
• Active FINRA Series 7 license (or obtainable within 120 days).
• Active FINRA Series 66 license (or obtainable within 120 days).
• Three+ years advisory experience creating and customizing financial plans.
• Five+ years in financial services working with clients.

Skills

FINRA Series 7 license

FINRA Series 66 license

Advisory experience

Portfolio construction

Client relationship management

Education

Bachelor’s degree

Job description

Charles Schwab in Los Angeles is seeking a Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary guidance, tailor financial plans, and manage client portfolios across stocks, bonds, ETFs, and mutual funds. You will collaborate with a dedicated team on-site to deliver an exceptional client experience.

The ideal candidate holds a Bachelor’s degree, FINRA Series 7 and 66 licenses (or can obtain within 120 days), 3+ years of advisory experience, and 5+ years in financial services with