Wealth Advisor – On-Site Growth & Benefits

Charles Schwab; Los Angeles (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Charles Schwab is seeking a Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary, fee-based guidance and ongoing advice to clients. You will build personal relationships and tailor comprehensive financial plans using Schwab's suite of investment products to help clients manage complex portfolios.

In this on-site role, you will collaborate with a dedicated SWA team and partner advisors, leveraging your experience to deepen client relationships and provide exceptional service while

Qualifications

• Bachelor's degree is required.
• Active FINRA Series 7 license.
• CFP or CFA designation or obtainable within 120 days, verified before hire.
• Active FINRA Series 66 license.
• Three or more years advisory experience, including creating and customizing financial plans for clients.
• Five or more years in financial services working directly with clients.

Skills

Relationship management

Communication skills

Presentation skills

Client-focused

Education

Bachelor's degree

CFP or CFA

Job description

Charles Schwab is seeking a Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary, fee-based guidance and ongoing advice to clients. You will build personal relationships and tailor comprehensive financial plans using Schwab's suite of investment products to help clients manage complex portfolios.

In this on-site role, you will collaborate with a dedicated SWA team and partner advisors, leveraging your experience to deepen client relationships and provide exceptional service while