Wealth Advisor, Schwab Wealth Advisory

Charles Schwab; Newport Beach (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading company in the finance industry seeks a Wealth Advisor to join their premier advisory team. This role involves managing client portfolios and providing personalized investment advice. Candidates should possess a Bachelor's degree and relevant licenses, along with strong relationship management skills. The company offers a competitive benefits package and values employee growth and innovation.

Benefits

Competitive and flexible benefits package

Bonuses or incentives

Qualifications

• At least three years of advisory experience.
• Over five years of experience in financial services.

Responsibilities

• Manage complex portfolios and help clients achieve financial goals.
• Provide personalized service and ongoing advice.

Skills

Advisory Experience

Relationship Management

Communication

Education

Bachelor's Degree

Job description

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Position: Wealth Advisor within Schwab Wealth Advisory (SWA)

You will join a premier, fee-based, and non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a fiduciary relationship based on Schwab’s investment approach. Your role involves impacting clients' lives directly, managing complex portfolios, and helping them achieve their financial goals.

Responsibilities and Qualifications

1. Required Skills:

• Bachelor's Degree
• Active FINRA Series 7 license
• Active FINRA Series 66 license (or obtained within 120 days)
• At least three years of advisory experience
• Over five years of experience in financial services working directly with clients

Preferred Skills:

• CFP or CFA designation preferred
• Strong relationship management and client retention skills
• Excellent interpersonal, communication, and presentation skills with attention to detail

Additional compensation may include bonuses or incentives.

Why Work for Schwab?

Our "Own Your Tomorrow" philosophy reflects our commitment to helping employees realize their potential and achieve their dreams. Join us in reinventing the wealth management industry, creating innovative solutions to build and manage wealth effectively.

Benefits

We offer a competitive and flexible benefits package designed to support your work-life balance and future goals.