Schwab Advisor Services (Charles Schwab)
Westlake or Orlando

Wealth Advisor Consultant, UHNW- Advisor Services

Hybrid$100,000 - $130,000/yrPosted 1 week ago

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Job details

Location
Westlake or Orlando
Work type
Hybrid
Compensation
$100,000 - $130,000/yr
Posted
1 week ago
Apply on
career-schwab.icims.com

About this role

7+ years financial services experience (including 2+ years supporting RIAs/UHNW), active FINRA Series 7 and 63, bachelor’s degree or equivalent experience, strong consultative relationship and presentation skills, proven UHNW expertise.

What you'll do at Schwab Advisor Services (Charles Schwab):

  • advocating advisors
  • building relationships
  • tailoring recommendations

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About Schwab Advisor Services (Charles Schwab)

Schwab Advisor Services (Charles Schwab)
Westlake or Orlando