Wealth Advisor
4 weeks ago
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.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you haveRequired Skills:
- Undergraduate degree required
- Active FINRA Series 7 license required
- Active FINRA Series 66 license (or may be obtained within the first 120 days)
- Three or more years advisory experience
- Five or more years in the financial services industry working directly with clients
Preferred Skills:
- CFP or CFA preferred
- Superior relationship management and client retention experience
- Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
-
Wealth Advisor
7 days ago
Orlando, United States Regal Securities Full timeRegal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business. Our Vision is to be THE Trusted Advisor for our clients. Our Mission is to empower our team members so that they can best serve...
-
Associate Wealth Advisor
4 weeks ago
Orlando, Florida, United States Charles Schwab & Co, Inc Full timeYour OpportunityAt 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.Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and...
-
Associate Wealth Advisor
4 weeks ago
Orlando, United States Charles Schwab & Co, Inc Full timeYour OpportunityAt 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.Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier,...
-
Associate Wealth Advisor
4 weeks ago
Orlando, United States Charles Schwab & Co, Inc Full timeYour OpportunityAt 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.Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier,...
-
Wealth Advisor
4 weeks ago
Orlando, Florida, United States Charles Schwab & Co, Inc Full timeYour OpportunityAt 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.As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory...
-
Wealth Advisor
2 days ago
Orlando, Florida, United States Charles Schwab & Co, Inc Full timeYour opportunityAt 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.As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory...
-
Wealth Advisor
2 days ago
Orlando, Florida, United States Charles Schwab & Co, Inc Full timeYour opportunityAt 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. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory...
-
Senior Wealth Advisor
4 weeks ago
Orlando, United States Avior Executive Search Full timeJob DescriptionJob DescriptionSenior Wealth AdvisorPositions in: Long Island-New Jersey-Orlando Our client is a growing regional full service financial services organization including Private Banking, Lending, Branch, Brokerage, Trust, Credit & Insurance. Due to its active growth in key markets such as Long Island, New Jersey & Orlando our client has engaged...
-
Wealth Advisor
4 weeks ago
Orlando, United States Charles Schwab Full timePosition Type: Regular Your Opportunity 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. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...
-
Wealth Advisor
14 hours ago
Orlando, United States Charles Schwab Full timePosition Type: Regular Your opportunity 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. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary...
-
Wealth Advisor
4 days ago
ORLANDO, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt 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. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...
-
Wealth Advisor
14 hours ago
Orlando, United States Charles Schwab & Co, Inc Full timeYour opportunityAt 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.As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment...
-
Wealth Advisor
14 hours ago
Orlando, United States Charles Schwab & Co, Inc Full timeYour opportunityAt 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. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment...
-
Senior Private Wealth Advisor
6 days ago
Orlando, United States TrovaSearch Full timeSenior Private Wealth Advisor Other Area(s) Orlando , Florida Direct Hire Feb 16, 2024 The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning services and the...
-
New Opportunity
3 weeks ago
Orlando, United States Trajan Wealth LLC Full timeJob purpose With almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are expanding to the Orlando area and are seeking an experienced, proven Financial Advisor. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan...
-
Private Wealth Advisor Senior
4 weeks ago
Orlando, Florida, United States City National Bank of Florida Full timeOverview: The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-depository investment products. Focuses on...
-
Financial Advisor
7 hours ago
Orlando, United States Thrivent Financial Services Full timeCompany Description Thrivent Financial Services is a reputable investment management company located in Chilton, Wisconsin, providing financial guidance, wealth management, insurance, and more to clients throughout the United States. Role Description This is a full-time hybrid role for a Financial Advisor at Thrivent Financial Services located in Orlando,...
-
Financial Advisor
39 minutes ago
Orlando, United States Thrivent Financial Services Full timeCompany Description Thrivent Financial Services is a reputable investment management company located in Chilton, Wisconsin, providing financial guidance, wealth management, insurance, and more to clients throughout the United States. Role Description This is a full-time hybrid role for a Financial Advisor at Thrivent Financial Services located in Orlando,...
-
Sr Specialist, Service Associate
3 weeks ago
Orlando, United States Charles Schwab Full timePosition Type: Regular Your opportunity 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. As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team...
-
Sr Specialist, Service Associate
3 weeks ago
Orlando, United States Charles Schwab & Co, Inc Full timeYour opportunityAt 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. As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our...