15h Left: Wealth Advisor – Schwab Wealth Advisory Position Available In Calhoun, Alabama

Job Description:

Position Type:

Regular Your opportunity At Schwab, you’reempowered to make an impact on your career. Here, innovativethought meets creative problem solving, helping us “challenge thestatus quo” and transform the finance industry together. We believein the importance of in-office collaboration and fully intend forthe selected candidate for this role to work on site in thespecified locations. As a Wealth Advisor within Schwab WealthAdvisory (SWA), you are joining a premier, fee-based, andnon-discretionary investment advisory solution, providing clientswith a personal relationship, specialized service, and ongoingadvice built on Schwab’s approach to investing. You will have adirect impact on the lives of clients, working as a fiduciarywithin a dedicated Schwab Wealth Advisory team to deliver anexceptional client experience. SWA’s advice philosophy will empoweryou to use a vast array of products (i.e. stocks, bonds, ETFs,mutual funds, separately managed accounts, option trading), settingyou up for success to help clients manage complex portfolios andachieve their goals. You’ll grow within an experienced,collaborative team, while deepening relationships with variouspartners, including industry leading advisors. If you are lookingto develop with a firm that will challenge you to deepen yourwealth management expertise, within a role that allows you to helpclients while doing what you love, this may be the opportunity foryou. What you have

Required Qualifications:

• Bachelor’s degree
• Active FINRA Series 7 license
• (May be obtained with a 120-daycondition of employment for certified and current CFP® designationor CFA® designation holders, verified before hire)
• Active FINRASeries 66 license
• (May be obtained within the first 120 days)
• Three or more years advisory experience, including creating andcustomizing financial plans and portfolios for clients
• Five ormore years in the financial services industry working directly withclients Preferred Qualifications
• CFP or CFA
• Superiorrelationship management and client retention experience
• Polishedinterpersonal, communication and presentation skills, attention todetail In addition to the salary range, this role is also eligiblefor bonus or incentive opportunities.

What’s in it for you AtSchwab, we’re committed to empowering our employees’ personal andprofessional success. Our purpose-driven, supportive culture, andfocus on your development means you’ll get the tools you need tomake a positive difference in the finance industry. Our Hybrid Workand Flexibility approach balances our ongoing commitment toworkplace flexibility, serving our clients, and our strong beliefin the value of being together in person on a regular basis. Weoffer a competitive benefits package that takes care of the wholeyou

• both today and in the future:
• 401(k) with company match andEmployee stock purchase plan
• Paid time for vacation,volunteering, and 28-day sabbatical after every 5 years of servicefor eligible positions
• Paid parental leave and family buildingbenefits
• Tuition reimbursement
• Health, dental, and visioninsurance