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- Tasks: As a Wealth Advisor, you'll provide tailored investment advice and manage client portfolios.
- Company: Schwab is transforming the finance industry with innovative solutions and a supportive culture.
- Benefits: Enjoy hybrid work flexibility, competitive pay, 401(k) matching, and generous paid time off.
- Why this job: Make a real impact on clients' lives while growing your expertise in wealth management.
- Qualifications: Requires active FINRA Series 7 and 66 licenses, plus three years of advisory experience.
- Other info: Join a collaborative team and access ongoing professional development opportunities.
The predicted salary is between 48000 - 78000 £ per year.
At Schwab, you are empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
Required Qualifications:
- 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
Preferred Qualifications:
- CFP or CFA
- Superior relationship management and client retention experience
- Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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
- Health, dental, and vision insurance
Wealth Advisor, Schwab Wealth Advisory employer: TalentAlly
Contact Detail:
TalentAlly Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Advisor, Schwab Wealth Advisory
✨Tip Number 1
Network with current or former Wealth Advisors at Schwab. They can provide insider insights about the role and the company culture, which can help you tailor your approach during interviews.
✨Tip Number 2
Stay updated on the latest trends in wealth management and investment strategies. Being knowledgeable about current market conditions will demonstrate your commitment to the field and impress potential employers.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and portfolios in the past. Highlighting your experience will show that you have the skills needed for this role.
✨Tip Number 4
Familiarise yourself with Schwab's investment philosophy and product offerings. Understanding their approach will allow you to align your answers with their values during the interview process.
We think you need these skills to ace Wealth Advisor, Schwab Wealth Advisory
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications of a Wealth Advisor at Schwab. Tailor your application to highlight how your experience aligns with their needs.
Highlight Relevant Experience: In your CV and cover letter, emphasise your advisory experience, particularly in creating financial plans and managing portfolios. Use specific examples to demonstrate your success in client relationship management.
Showcase Your Qualifications: Clearly list your active FINRA Series 7 and Series 66 licenses, as well as any relevant certifications like CFP or CFA. This will help you stand out as a qualified candidate.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your passion for wealth management and your desire to contribute to Schwab's mission. Mention how you can help clients achieve their financial goals and why you are excited about this opportunity.
How to prepare for a job interview at TalentAlly
✨Know Your Financial Products
As a Wealth Advisor, you'll be expected to have a solid understanding of various financial products like stocks, bonds, and ETFs. Brush up on these topics and be ready to discuss how you would use them to create tailored investment strategies for clients.
✨Demonstrate Relationship Management Skills
Schwab values superior relationship management. Prepare examples from your past experiences where you've successfully built and maintained client relationships, showcasing your interpersonal skills and ability to retain clients.
✨Showcase Your Advisory Experience
With three or more years of advisory experience required, be ready to discuss specific cases where you've created and customised financial plans. Highlight your problem-solving skills and how you've helped clients achieve their financial goals.
✨Prepare for Behavioural Questions
Expect behavioural interview questions that assess your fit within Schwab's culture. Think about times when you've challenged the status quo or worked collaboratively in a team, and be prepared to share those stories.
