Wealth Advisor, Schwab Wealth Advisory

Your Opportunity

Schwab Private Client is 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. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

To read more about our client offerings visit: Charles Schwab - Investor Services

What you have

• We place a premium on high performance, quality service and the ability to execute the SPCIA strategy. Essential skills include:
• Undergraduate degree required
• Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days)
• Three or more years advisory experience required
• Five or more years in the financial services industry working directly with clients highly preferred
• CFP or CFA preferred
• Superior relationship management and client retention experience
• Polished interpersonal, communication and presentation skills, attention to detail