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- Tasks: As a Wealth Advisor, you'll provide tailored investment advice and manage client portfolios.
- Company: Join Schwab, a leader in innovative finance solutions, dedicated to transforming the industry.
- Benefits: Enjoy hybrid work flexibility, competitive salary, 401(k) match, and generous paid time off.
- Why this job: Make a real impact on clients' lives while growing your expertise in a supportive team environment.
- Qualifications: Requires active FINRA Series 7 and 66 licenses, plus three years of advisory experience.
- Other info: Opportunity for bonuses and a sabbatical after five years of service.
The predicted salary is between 57600 - 96000 £ per year.
4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.At Schwab, you\’re 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.What you haveRequired 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 clientsFive or more years in the financial services industry working directly with clientsPreferred QualificationsCFP or CFASuperior relationship management and client retention experiencePolished interpersonal, communication and presentation skills, attention to detailIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What\’s in it for youAt 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsHealth, dental, and vision insurancePDN-9f43b7a0-0a3f-4bb0-a482-ff451864642fSeniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionInformation TechnologyIndustriesTechnology, Information and MediaReferrals increase your chances of interviewing at TalentAlly by 2xGet notified about new Wealth Management Advisor jobs in Greater Boston.Greater Boston $80,000.00-$130,000.00 2 months agoBraintree, MA $130,000.00-$200,000.00 1 day agoBoston, MA $70,000.00-$75,000.00 2 weeks agoSenior Manager, Wealth Advisor- Schwab Wealth AdvisoryGreater Boston $50,000.00-$100,000.00 3 weeks agoBoston, MA $70,000.00-$90,000.00 2 weeks agoHingham, MA $70,000.00-$75,000.00 2 weeks agoNewton, MA $100,000.00-$125,000.00 1 week agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Wealth Advisor, Schwab Wealth Advisory employer: JobLeads GmbH
Contact Detail:
JobLeads GmbH 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 to gain insights into the company culture and expectations. This can help you tailor your approach and demonstrate your understanding of their values during interviews.
✨Tip Number 2
Stay updated on the latest trends in wealth management and investment strategies. Being knowledgeable about current market conditions and innovative financial products will show your commitment to the role and impress potential employers.
✨Tip Number 3
Prepare for behavioural interview questions by reflecting on your past experiences in client management and financial planning. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Tip Number 4
Demonstrate your interpersonal skills by engaging in mock interviews with friends or mentors. Practising how to communicate complex financial concepts clearly and confidently will enhance your presentation skills for the actual interview.
We think you need these skills to ace Wealth Advisor, Schwab Wealth Advisory
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and advisory roles. Emphasise your active FINRA Series 7 and 66 licenses, as well as any CFP or CFA designations you hold.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients achieve their financial goals. Mention specific examples of how you've successfully managed client portfolios and built strong relationships in previous roles.
Showcase Your Skills: Highlight your polished interpersonal and communication skills in both your CV and cover letter. Provide examples of how you've effectively communicated complex financial concepts to clients in the past.
Prepare for the Interview: Research Schwab's approach to investing and be ready to discuss how your experience aligns with their philosophy. Prepare to answer questions about your advisory experience and how you would handle various client scenarios.
How to prepare for a job interview at JobLeads GmbH
✨Know Your Financial Products
As a Wealth Advisor, you'll be dealing with a variety of financial products. Make sure you understand stocks, bonds, ETFs, and mutual funds inside out. Be prepared to discuss how these can be tailored to meet client needs.
✨Showcase Your Relationship Management Skills
This role requires superior relationship management. Prepare examples from your past experiences where you've successfully built and maintained client relationships. Highlight your communication and presentation skills.
✨Demonstrate Your Advisory Experience
With three or more years of advisory experience required, be ready to discuss specific financial plans and portfolios you've created. Use metrics to showcase your success in helping clients achieve their financial goals.
✨Emphasise Your Commitment to Continuous Learning
Schwab values personal and professional development. Talk about any ongoing education, certifications, or training you've pursued, especially if you're working towards your CFP or CFA designations.
