Wealth Advisor – Schwab Wealth Advisory
| Company | Charles Schwab |
|---|---|
| Location | Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s degree
- Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)
- Active FINRA Series 66 license (May be obtained within the first 120 days)
- Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
- Five or more years in the financial services industry working directly with clients
Responsibilities
-
No responsibilities provided.
Preferred Qualifications
- CFP or CFA
- Superior relationship management and client retention experience
- Polished interpersonal, communication and presentation skills, attention to detail