International Wealth Advisor, Schwab Wealth Advisory

2 days ago


Wekiwa Springs, Florida, United States Charles Schwab Full time
Job Summary

As a Wealth Advisor within Schwab Wealth Advisory's International Team, 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 for bilingual and international clients.

Key Responsibilities
  • Provide personalized investment advice and guidance to bilingual and international clients
  • Work closely with clients to understand their financial goals and develop tailored investment strategies
  • Collaborate with the Schwab Wealth Advisory team to deliver exceptional client service and support
Requirements
  • Bachelor's degree
  • Bilingual (English & Spanish)
  • Prior experience supporting international clients
  • Active FINRA Series 7 license
  • 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 Qualifications
  • CFP or CFA
  • FINRA Series 9 & 10 licenses
  • Superior relationship management and client retention experience
  • Polished interpersonal, communication and presentation skills, attention to detail
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.

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


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