WEALTH ADVISOR, SCHWAB WEALTH ADVISORY
Company: Charles Schwab
Location: Chicago
Posted on: October 16, 2024
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Job Description:
Position Type: RegularYour opportunity - -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 leverage 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 stakeholders, 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
have -Required Skills:
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 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 that takes care of the whole you - both today and in
the future:
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Keywords: Charles Schwab, Elkhart , WEALTH ADVISOR, SCHWAB WEALTH ADVISORY, Other , Chicago, Indiana
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