ASSOCIATE WEALTH ADVISOR, SCHWAB WEALTH ADVISORY
Company: Charles Schwab
Location: Boston
Posted on: October 27, 2024
|
|
Job Description:
Position Type: RegularYour opportunityAt Schwab, you're
empowered to make an impact on your career. Here, innovative
thought meets creative problem solving, helping us "challenge the
status quo" and transform the finance industry together. Schwab's
Wealth Advisory team embodies our firm's commitment to
client-centric approach. Schwab Wealth Advisory 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. As an
Associate Wealth Advisor, you will be responsible for supporting
2-4 Wealth Advisors by servicing, deepening, and retaining their
virtual client relationships. You will have the opportunity to
leverage your client service and wealth management expertise by
providing customized financial planning, foundational portfolio
needs, and complex client service issues. This role will provide
you the opportunity to continue to build a strong foundation in
wealth management and sets you on the path to becoming a Wealth
Advisor. You will receive mentorship by some of the industry's top
Wealth Advisors and professional development through coaching and
ongoing training to prepare you for the next opportunity in Schwab
Wealth Advisory.What you haveRequired Qualifications Active and
valid FINRA Series 7 Active and valid FINRA Series 66 (may be
obtained with a 120-day COE) 1-3 years of experience in the
financial services industry Preferred Qualifications Experience
servicing high net worth clients Bachelor's DegreeWhat's in it for
youAt 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. Our Hybrid
Work and Flexibility approach balances our ongoing commitment to
workplace flexibility, serving our clients, and our strong belief
in the value of being together in person on a regular basis.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 planPaid time for vacation, volunteering,
and 28-day sabbatical after every 5 years of service for eligible
positionsPaid parental leave and family building benefitsTuition
reimbursementHealth, dental, and vision insurance
Keywords: Charles Schwab, Hartford , ASSOCIATE WEALTH ADVISOR, SCHWAB WEALTH ADVISORY, Other , Boston, Connecticut
Click
here to apply!
|