Overview In this Wealth Advisor role within Schwab Wealth Advisory, you help clients reach their goals through fiduciary, fee-based advisory support. You will deliver personalized financial planning and ongoing guidance as part of a collaborative team. You'll leverage a broad range of investment options and sophisticated strategies to manage complex portfolios. You'll work on-site with colleagues and partner with senior advisors to deliver an exceptional client experience. This is an opportunity to deepen wealth-management expertise while making a meaningful impact on clients' financial futures.
Compensation / Benefits- bonus or incentive opportunities
- on-site collaboration in specified locations
Responsibilities- Provide fiduciary financial guidance and ongoing advisory support to clients
- Create and customize comprehensive financial plans and portfolios
- Deliver an exceptional client experience through proactive relationship management
- Collaborate with cross-functional partners and senior advisors to serve clients
- Develop and maintain client relationships to support retention and growth
- Operate within a fee-based, non-discretionary advisory framework
Key requirements- Bachelor's degree
- Active FINRA Series 7 license (may be obtained with 120-day condition)
- Active FINRA Series 66 license (may be obtained within 120 days)
- Three or more years advisory experience creating and tailoring financial plans and portfolios
- Five or more years in financial services working directly with clients
- Polished interpersonal communication and presentation skills
- Attention to detail
- Strong relationship management and client retention abilities
- Financial planning and portfolio construction
- Knowledge of stocks, bonds, ETFs, mutual funds, separately managed accounts, options
