Wealth Advisor: Personal Portfolio Strategy & Client Impact

Charles Schwab; Indianapolis (IN); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid vacation

Volunteer time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab Wealth Advisory is seeking a Wealth Advisor to provide fiduciary investment guidance within a dedicated Schwab Wealth Advisory team. You will deliver ongoing advice across stocks, bonds, ETFs, mutual funds, and managed accounts to help clients meet their goals.

The role emphasizes delivering an exceptional client experience with deepening relationships and collaboration with partners. Candidates should have FINRA licenses and multiple years of advisory experience, with a strong

Qualifications

• Bachelor's degree and active FINRA Series 7 license are required.
• Active FINRA Series 66 license is required; 120 days to obtain.
• Three+ years advisory experience creating and customizing financial plans for clients.
• Five+ years in the financial services industry with direct client interaction.

Skills

Active FINRA Series 7

Active FINRA Series 66

Advisory experience

Client relationship management

Education

Bachelor's degree

CFP or CFA preferred

Job description

Charles Schwab Wealth Advisory is seeking a Wealth Advisor to provide fiduciary investment guidance within a dedicated Schwab Wealth Advisory team. You will deliver ongoing advice across stocks, bonds, ETFs, mutual funds, and managed accounts to help clients meet their goals.

The role emphasizes delivering an exceptional client experience with deepening relationships and collaboration with partners. Candidates should have FINRA licenses and multiple years of advisory experience, with a strong