Wealth Advisor, Schwab Wealth Advisory Job at Charles Schwab, Roanoke, TX

bk9yaGdoNTl2ZW5wbVpLQkMwSzZzN1IwZEE9PQ==
  • Charles Schwab
  • Roanoke, TX

Job Description

Job Description

Position Type: Regular
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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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 plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Job Tags

Similar Jobs

Craft Beer Guild Dist. of NY

CDL A Delivery Driver Job at Craft Beer Guild Dist. of NY

 ...We are extremely busy and guarantee steady work40+ hours/4 day work schedule (M-F). We are looking for current Class A drivers for delivery and freight positions. Starting pay dependent on experience and license class. Opportunity to earn at least 70K in your... 

LanceSoft

Travel Liver Care ICU Registered Nurse Job at LanceSoft

 ...Job Description LanceSoft is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Richmond, Virginia. Job Description...  ...& Alcohol Facilities, Home Health & Community Health, Urgent Care Clinics, and many other provider-based facilities.... 

UCHealth

Histotechnologist Job at UCHealth

Description Location: UCHealth Longs Peak Hospital, US:CO:Longmont Department: LPH Hist Dept Work Schedule: Full Time, 80.00 hours per pay period (2 weeks) Shift: Days Pay: $29.54 - $44.31 / hour. Pay is dependent on applicant's relevant experience...

Cross of Christ Lutheran Church

Church Accompanist / Organist Job at Cross of Christ Lutheran Church

 ...Cross of Christ Lutheran Church Job Title: Accompanist/Organist Salary/Wage: $22-24 an hour / Based on experience and education; Vacation: 2 weeks paid vacation including 2 Sundays per year (not taken during Holy Week or Christmas) Position Type: Part Time... 

The Contractor Consultants

Plumber Job at The Contractor Consultants

&##128295; Build Your Career with Craftsmanship and Pride Now Hiring Experienced Plumbers! &##128295; Position Title: Plumber Company Name: With Pride Air Conditioning Heating Pay Range: $35-$45 per Hour Employment Type: Full-Time Location: Farmingdale...