Wealth Advisor, Schwab Wealth Advisory
As a Manager, Schwab Wealth Advisor, you will work with clients to build a comprehensive wealth strategy and provide ongoing advice that aligns with their objectives and adapts to life changes. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Manager, Schwab Wealth Advisor. You will provide ongoing advice to clients via a virtual relationship with the opportunity to visit your assigned market and clients. SWAI’s advice philosophy will enable you to leverage a vast array of holistic wealth management products as you help clients with larger and more sophisticated portfolios and wealth planning needs.
Active and valid FINRA 66 licenserequired (may be obtained with a 120-day COE)
CFP® designation strongly preferred
Five or more years of working directly with clients in the financial services industry highly preferred
Three or more years of advisory experience required
Active and valid FINRA Series 7 license required
Financial Planning
Presentation skills
Client Relationship Management
Time Management Skills
Analytical skills (data driven)
Wealth Management Strategy
Results Oriented
Verbal communication
written communication
Problem-solving and resourcefulness
Flexibility/Adaptability
Good prioritizational skills
Process Oriented
Multi tasker
According to JobzMall, the average salary range for a Wealth Advisor, Schwab Wealth Advisory in 2423 E Lincoln Dr, Phoenix, AZ 85016, USA is $45,000 to $83,000 per year.
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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
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