Wealth Advisor

San Francisco, CA
October 26, 2024

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Job Description

At Schwab, you have the opportunity to shape your career and make a meaningful impact. We foster innovative thinking and creative problem-solving to “challenge the status quo” and revolutionize the finance industry. As a Wealth Advisor in Schwab Wealth Advisory (SWA), you will be part of a leading fee-based advisory team.

Responsibilities:

  • Develop and manage client relationships
  • Provide tailored financial advice and investment strategies
  • Analyze client portfolios and market trends

    • Requirements:

  • Bachelor’s degree in finance or related field
  • FINRA Series 7 and 66 licenses
  • Strong communication and analytical skills