Wealth Advisor – Schwab Wealth Advisory Position Available In Calhoun, Alabama

Job Description:

Position Type:

RegularYour opportunityAt 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.

As a WealthAdvisor within Schwab Wealth Advisory (SWA), you are joining apremier, fee-based, and non-discretionary investment advisorysolution, providing clients with a personal relationship,specialized service, and ongoing advice built on Schwab’s approachto investing. You will have a direct impact on the lives ofclients, working as a fiduciary within a dedicated Schwab WealthAdvisory team to deliver an exceptional client experience. SWA’sadvice philosophy will empower you to use a vast array of products(i.e. stocks, bonds, ETFs, mutual funds, separately managedaccounts, option trading), setting you up for success to helpclients manage complex portfolios and achieve their goals. You’llgrow within an experienced, collaborative team, while deepeningrelationships with various partners, including industry leadingadvisors. If you are looking to develop with a firm that willchallenge you to deepen your wealth management expertise, within arole that allows you to help clients while doing what you love,this may be the opportunity for you.

What you have

• RequiredQualifications:

  Bachelor’s degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment forcertified and current CFP

• designation or CFA
• designationholders, verified before hire) Active FINRA Series 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 or more years in the financial services industry workingdirectly with clientsPreferred Qualifications CFP or CFA Superior relationship management and client retentionexperience Polished interpersonal, communication and presentation skills,attention to detail•In addition to the salary range, this role isalso eligible for bonus or incentive opportunities.

What’s in it for youAt Schwab, we’re committed to empowering ouremployees’ personal and professional success. Our purpose-driven,supportive culture, and focus on your development means you’ll getthe tools you need to make a positive difference in the financeindustry. Our approach balances our ongoing commitment to workplaceflexibility, serving our clients, and our strong belief in thevalue of being together in person on a regular basis.

We offer acompetitive that takes care of the whole you

• both today and inthe future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbaticalafter every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance