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Wealth Management Advisor

2 months ago

Chicago, Illinois, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled and experienced Wealth Advisor to join our Schwab Wealth Advisory team. As a Wealth Advisor, you will be responsible for providing personalized investment advice and guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Develop and implement comprehensive investment plans for clients, taking into account their individual financial situations and goals.
  • Provide ongoing investment advice and guidance to clients, including portfolio management and asset allocation.
  • Build and maintain strong relationships with clients, understanding their needs and preferences, and delivering exceptional customer service.
  • Collaborate with other members of the Schwab Wealth Advisory team to ensure seamless delivery of services to clients.
  • Stay up-to-date with market trends and developments, and apply this knowledge to provide informed investment advice to clients.
Requirements
  • Active FINRA Series 7 license required.
  • Active FINRA Series 66 license (or may be obtained within the first 120 days).
  • Three or more years of advisory experience.
  • Five or more years in the financial services industry working directly with clients.
Preferred Qualifications
  • CFP or CFA certification.
  • Superior relationship management and client retention experience.
  • Polished interpersonal, communication, and presentation skills, with attention to detail.
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean 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.