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Wealth Management Professional
2 months ago
We are seeking a highly skilled Wealth Management Professional to join our team at Charles Schwab. As a Wealth Advisor within our Schwab Wealth Advisory (SWA) division, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.
Key Responsibilities- Develop and implement comprehensive investment plans for clients, leveraging a wide range of products and services.
- Build and maintain strong relationships with clients, understanding their financial goals and objectives.
- Stay up-to-date on market trends and economic conditions, providing expert advice to clients.
- Collaborate with internal teams to ensure seamless client service and support.
- Active FINRA Series 7 and Series 66 licenses.
- Three or more years of advisory experience.
- Five or more years of experience in the financial services industry, working directly with clients.
- Strong relationship management and client retention skills.
- Excellent communication and presentation skills.
- A competitive salary and bonus structure.
- A comprehensive benefits package, including health, dental, and vision insurance.
- A 401(k) plan with company match and employee stock purchase plan.
- Tuition reimbursement and paid time off.
- A supportive and collaborative work environment.
At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on employee development mean you will have the tools and resources you need to make a positive impact in the financial services industry.
