- Location
- Campbell, CA, US
- Type
- Full-time
- Department
- Finance
- Education
- Bachelor
- Closing date
- Today
- Source
- iCIMS
Description
Your Opportunity
Schwab Private Client is 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. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
We place a premium on high performance, quality service and the ability to execute the SPCIA strategy. Essential skills include:
- Undergraduate degree required
- Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days)
- Three or more years advisory experience required
- Five or more years in the financial services industry working directly with clients highly preferred
- CFP or CFA preferred
- Superior relationship management and client retention experience
- Polished interpersonal, communication and presentation skills, attention to detail
Skills
CFA