Wealth Advisor & Financial Planning Specialist

Charles Schwab; Fremont (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Base salary with bonus opportunities

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Fremont, California is looking for a qualified individual to provide financial guidance and wealth management services to clients. You will maintain strong client relationships and apply communication strategies to enhance client satisfaction.

The ideal candidate will possess the required licenses, such as FINRA Series 7, and have a passion for community engagement and educating clients on sound investing principles. This position offers a base salary along with bonus opportunities and a comprehensive benefits package.

Qualifications

• Valid and active FINRA Series 7 license required.
• FINRA Series 66 (or 63/65) license and Life & Health Insurance license required during tenure.

Responsibilities

• Provide comprehensive wealth management services.
• Maintain client relationships with effective communication strategies.

Skills

Building client relationships

Wealth management advice

Investment management

Insurance & risk management

Education

FINRA Series 7 license

FINRA Series 66 or 63/65 license

Life & Health Insurance license

Job description

Charles Schwab in Fremont, California is looking for a qualified individual to provide financial guidance and wealth management services to clients. You will maintain strong client relationships and apply communication strategies to enhance client satisfaction.

The ideal candidate will possess the required licenses, such as FINRA Series 7, and have a passion for community engagement and educating clients on sound investing principles. This position offers a base salary along with bonus opportunities and a comprehensive benefits package.