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.
As a Wealth Advisor within Schwab Wealth Advisory's (SWA) International Team, you are joining 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.
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.
SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help bilingual and international clients manage complex portfolios and achieve their goals.
You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors.
If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you haveRequired QualificationsBachelor’s degreeBilingual (English & Spanish)Prior experience supporting international clientsActive FINRA Series 7 licenseActive FINRA Series 66 license (or may be obtained within the first 120 days)Three or more years advisory experienceFive or more years in the financial services industry working directly with clientsAbility to handle transactions and operational tasksPreferred QualificationsCFP or CFAFINRA Series 9 & 10 licensesSuperior relationship management and client retention experiencePolished interpersonal, communication and presentation skills, attention to detailWhat’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
International Wealth Advisor, Schwab Wealth Advisory
As a Wealth Advisor within Schwab Wealth Advisory's (SWA) International Team, you are joining 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. You...
International Wealth Advisor, Schwab Wealth Advisory - Charles Schwab
As a Wealth Advisor within Schwab Wealth Advisory's (SWA) International Team, you are joining 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. You...
Holistic Wealth Management Associate
In a collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FP so they can up their game by learning to coach clients on the journey ...
International Wealth Advisor, Schwab Wealth Advisory
As a Wealth Advisor within Schwab Wealth Advisory's (SWA) International Team, you are joining 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. You...
Private Wealth Advisor
Wealth Strategist to join their Wealth Planning Team in Florida. Play a key role in the development and integration of wealth planning as a core part of the client relationship. Work closely with Financial Advisors to efficiently utilize planning tools to service clients in the areas of Retirement P...
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. Sr Manager, Wealt...
Wealth Advisor
Certified Financial Planner / CFP / Financial Planner / Wealth Planner. In this role, the qualified individual will be responsible for managing the day to day advisory and estate planning needs of a subset of UHNW and HNW clients. This role will be responsible for delegating up and down to colleague...
Wealth Advisor III - Orlando, FL
Team and peer group role model for other Wealth Advisors and Wealth Associates. Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery ...
Private Wealth Advisor Senior
The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-de...
Wealth Advisor - Orlando, FL
At Regions, a Private Wealth Management Advisor develops and maintains a portfolio of important revenue generating client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial planning and financ...