Wealth Advisor

2 weeks ago

Indianapolis, United States Charles Schwab Full time
Position Type: RegularYour 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 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 leverage 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 stakeholders, 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 have

Required 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

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. You will have the opportunity to provide a wide range of financial services, including financial planning, investment...

  • Wealth Advisor

    5 days ago

    Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. You will have the opportunity to provide a wide range of financial services, including financial planning, investment...

  • Wealth Advisor

    2 weeks ago

    Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. You will have the opportunity to provide a wide range of financial services, including financial planning, investment...

  • Wealth Advisor

    2 weeks ago

    Indianapolis, United States WealthPoint Advisors Full time

    Job DescriptionJob DescriptionWealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. You will have the opportunity to provide a wide range of financial services, including financial...

  • Associate Wealth Advisor

    5 hours ago

    Indianapolis, United States Charles Schwab Full time

    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.  Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee...

  • Associate Wealth Advisor

    Found in: Lensa US 11 C2 - 8 hours ago

    Indianapolis, United States Charles Schwab Full time

    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.  Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee...

  • Wealth Advisor

    Found in: Resume Library US A2 - 2 weeks ago

    Indianapolis, Indiana, United States WealthPoint Advisors Full time

    WealthPoint Advisors, a leading financial advisory firm, is seeking a Wealth Advisor to join our team. As a Wealth Advisor, you will work closely with high-net-worth clients to help them achieve their financial and investment goals. You will have the opportunity to provide a wide range of financial services, including financial planning, investment...

  • Associate Wealth Advisor

    1 week ago

    Indianapolis, United States CareerBuilder Full time

    Associate Wealth Advisor | Indianapolis, Indiana Reference Number: HRJ7061 Location: Indianapolis, Indiana Judson Group has been retained by a boutique RIA in the search for an Associate Wealth Advisor . This individual will support the firms founder by taking over existing client relationships. This individual will be responsible for developing financial...

  • Wealth Manager

    2 weeks ago

    Indianapolis, United States First Merchants Bank Full time

    Job DescriptionJob DescriptionFirst Merchants Bank is seeking a Wealth Manager to join our team! This position will be responsible for the retention and expansion of existing relationships and development of new wealth management business, focusing on Whole Bank Delivery to meet clients’ needs. Role requires the skills and knowledge to co-create and...

  • Experienced Wealth Management Client Service Associate

    3 weeks ago

    Indianapolis, United States ARTISTRY WEALTH, LLC Full time

    Job DescriptionJob DescriptionDescription:The Client Service Associate (CSA) provides critical support to the firm and our daily operations. In this role, you will have the opportunity to interface with advisors and other key stakeholders daily in a highly professional and collaborative environment. Ideal candidate will possess strong attention to detail and...

  • Financial Advisor

    21 hours ago

    Indianapolis, United States RightWorks Staffing Full time

    As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our current investment services include: retirement planning/cash-flow modeling, estate plan reviews and...

  • Lead Financial Advisor

    3 weeks ago

    Indianapolis, United States ARTISTRY WEALTH, LLC Full time

    Job DescriptionJob DescriptionDescription:Position SummaryResponsible for managing existing client relationships. The individual may be responsible for formulating and implementing advice, but may also rely on technical specialists to develop product, investment, or planning recommendations. We don't rely on cold-calling like other firms. We already have...

  • Outbound Customer Service Specialist

    1 week ago

    Indianapolis, United States Smartasset Advisors Llc Full time

    **Who We Are**SmartAsset is a fast-growing financial technology company with the mission of helping people make smart financial decisions. We are a growing team that focuses on data-driven decision making, merit-based advancement and, most importantly, collaboration to meet our mission.We have been recognized as one of Y Combinator's Top 100 companies of all...

  • Client Service Administrator

    2 days ago

    Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors.Responsibilities Provide...

  • Client Service Administrator

    Found in: Talent US C2 - 2 weeks ago

    Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors. Responsibilities Provide...

  • Client Service Administrator

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors.ResponsibilitiesProvide...

  • Client Service Administrator

    3 weeks ago

    Indianapolis, United States WealthPoint Advisors Full time

    Job DescriptionJob DescriptionWealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of...

  • Retail Advisor

    2 weeks ago

    Indianapolis, United States Colliers Full time

    Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our...

  • Senior Client Associate/Senior Registered Client Associate

    2 weeks ago

    Indianapolis, United States Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? Join a highly successful and growing team at RBC Wealth Management in Indianapolis as a Senior Client Associate/Senior Registered Client Associate! This exciting opportunity is perfect for someone with experience in the financial services industry who is registered (Series 7 and 66 or 63/65) . As a Senior...

  • Senior Client Associate/Senior Registered Client Associate

    Found in: beBee jobs US - 1 week ago

    Indianapolis, Indiana, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity? Join a highly successful and growing team at RBC Wealth Management in Indianapolis as a Senior Client Associate/Senior Registered Client Associate This exciting opportunity is perfect for someone with experience in the financial services industry who is registered (Series 7 and 66 or 63/65) . As a Senior...