Wealth Advisor — Investments & Planning

Charles Schwab Corporation; Troy (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

Charles Schwab Corporation in Troy, MI seeks a financial services professional to join our Investor Services branch network. The role focuses on advising individuals and families on retirement, education, investment management, estate planning, and lending needs, leveraging a broad platform of Schwab resources.

Applicants must hold Series 7 and Series 66 licenses, a Life/Health license, and have at least two years in financial services.

Qualifications

• Bachelor’s degree or equivalent work-related experience.
• A valid and active Series 7 license required.
• A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment).
• A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment).
• Certified Financial Planner (CFP) certification is preferred.
• Minimum of two years of experience in the financial services industry (required).
• Knowledge of brokerage/banking products and services.
• Strong client relationship building experience.

Skills

Bachelor's degree

Series 7 license

Series 66 license

Life and Health Insurance license

CFP preferred

Financial services experience

Client relationship building

Education

Bachelor's degree or equivalent

Job description

Charles Schwab Corporation in Troy, MI seeks a financial services professional to join our Investor Services branch network. The role focuses on advising individuals and families on retirement, education, investment management, estate planning, and lending needs, leveraging a broad platform of Schwab resources.

Applicants must hold Series 7 and Series 66 licenses, a Life/Health license, and have at least two years in financial services.