Associate Wealth Advisor – Schwab Wealth Advisory
| Company | Charles Schwab |
|---|---|
| Location | Los Angeles, CA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- Active and valid FINRA Series 7
- Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
- 1-3 years of experience in the financial services industry
Responsibilities
- Support 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships
- Provide customized financial planning
- Address complex client service issues
Preferred Qualifications
- Experience servicing high net worth clients
- Bachelor’s Degree