Wealth Advisor, Schwab Wealth Advisory
Company: CFA Institute
Location: San Diego
Posted on: March 7, 2025
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Job Description:
Your 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 (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. 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. SWA's advice philosophy will empower
you to leverage a vast array of products (i.e. stocks, bonds, ETFs,
mutual funds, separately managed accounts, option trading), setting
you up for success to help clients manage complex portfolios and
achieve their goals. You'll grow within an experienced,
collaborative team, while deepening relationships with various
stakeholders, 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 Skills:
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Keywords: CFA Institute, San Diego , Wealth Advisor, Schwab Wealth Advisory, Other , San Diego, California
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