Wealth Management Specialist

6 days ago


Milpitas, California, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Charles Schwab. As a Senior Financial Advisor, you will be responsible for providing exceptional client service and financial guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Provide ongoing financial guidance and advice to clients, helping them navigate the complexities of the financial markets.
  • Build and maintain strong relationships with clients, understanding their financial situations and providing tailored solutions to meet their needs.
  • Stay up-to-date with industry trends and developments, ensuring that clients receive the most current and relevant financial information.
  • Collaborate with other Schwab professionals to provide a comprehensive range of financial services to clients.
Requirements
  • A valid and active FINRA Series 7 license is required.
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance is required during tenure.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Ability to work in a fast-paced environment and adapt to changing client needs.
  • Passion for community engagement and a desire to share knowledge and expertise with clients.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including 401(k) with company match and employee stock purchase plan.
  • Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service.
  • Paid parental leave and family building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.


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