Wealth Advisor: Fiduciary Guidance & Growth

Charles Schwab Corporation; Bellevue (WA); Sur place; USD 110 000 - 170 000; Plein temps

Avantages offerts par ce poste

On-site work

Bonus opportunities

Résumé du poste

Charles Schwab Corporation is seeking a Wealth Advisor for Schwab Wealth Advisory (SWA) in Bellevue. You will provide fiduciary, non-discretionary advisory services, building personal relationships and delivering ongoing advice across stocks, bonds, ETFs, funds, and managed accounts.

The role requires a Bachelor's degree, FINRA Series 7 and 66 licenses, 3+ years advisory experience, and 5+ years in financial services with client interaction; CFP/CFA are preferred.

Qualifications

• Bachelor's degree required.
• Active FINRA Series 7 license; may obtain with 120-day condition for CFP or CFA holders.
• Active FINRA Series 66 license; may be obtained within first 120 days.
• Three+ years advisory experience, including creating and customizing financial plans and portfolios for clients.
• Five+ years in financial services with direct client interaction.

Responsabilités

• Provide fiduciary wealth advisory services to clients.
• Develop and customize financial plans and portfolios.
• Maintain ongoing client relationships and deliver high-quality advice.

Connaissances

Relationship management

Client communication

Financial planning

Portfolio construction

Formation

Bachelor’s degree

CFP

CFA

Outils

FINRA Series 7

FINRA Series 66

Description du poste

Charles Schwab Corporation is seeking a Wealth Advisor for Schwab Wealth Advisory (SWA) in Bellevue. You will provide fiduciary, non-discretionary advisory services, building personal relationships and delivering ongoing advice across stocks, bonds, ETFs, funds, and managed accounts.

The role requires a Bachelor's degree, FINRA Series 7 and 66 licenses, 3+ years advisory experience, and 5+ years in financial services with client interaction; CFP/CFA are preferred.