Wealth Advisor & Financial Planning Specialist

Charles Schwab; San Diego (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Base salary with bonus opportunities

401(k) with company match

Paid time for vacation

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in San Diego is looking for a financial advisor to provide wealth management and financial planning services. The role involves building strong relationships with clients, focusing on helping them achieve their financial goals through comprehensive services.

Candidates must possess a valid FINRA Series 7 license, along with other relevant licenses during tenure. The position offers a competitive salary with additional incentive opportunities and generous benefits.

Qualifications

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

Responsibilities

• Provide comprehensive wealth management services.
• Maintain client relationships through effective communication.
• Engage in retirement, education, investment, and estate planning.

Skills

Client relationship management

Financial planning

Investment management

Communication skills

Community engagement

Education

FINRA Series 7 license

FINRA Series 66 (or 63/65)

Life & Health Insurance license

Job description

Charles Schwab in San Diego is looking for a financial advisor to provide wealth management and financial planning services. The role involves building strong relationships with clients, focusing on helping them achieve their financial goals through comprehensive services.

Candidates must possess a valid FINRA Series 7 license, along with other relevant licenses during tenure. The position offers a competitive salary with additional incentive opportunities and generous benefits.