International Wealth Advisor, Schwab Wealth Advisory

Charles Schwab • Orlando, FL • 2d ago

Your 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's (SWA) International Team, 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 for bilingual and international clients. 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 bilingual and international 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 have

Required Qualifications:

Bachelor's degree

Bilingual (English & Spanish)

Prior experience supporting international clients

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

Fluency in Portuguese in reading, writing and speaking is preferred

FINRA Series 9 & 10 licenses preferred

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

Tuition reimbursement

Health, dental, and vision insurance

What's in it for you:

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

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

Similar Jobs

Assistant Manager Operations / Full-Time Employment / Winter Garden

Harmony United Psychiatric Care • Winter Garden, FL • 42min ago

Retail & Hospitality

Company: Harmony United Psychiatric Care Job Title: Assistant Manager Operations / Full-Time Employment / Winter Garden About Us Harmony United Psychiatric Care is part of Harmony United Healthcare LLC. We are a network...

42min ago

Go to Apply

Assistant Manager Operations / Full-Time Employment / Orlando

Harmony United Psychiatric Care • Orlando, FL • 42min ago

Retail & Hospitality

Company: Harmony United Psychiatric Care Job Title: Assistant Manager Operations / Full-Time Employment / Orlando About Us Harmony United Psychiatric Care is part of Harmony United Healthcare LLC. We are a network of out...

42min ago

Go to Apply

Manager of Market Applications (Americas)

Siemens Energy • Orlando, FL • 1h ago

Management & Administrative

A Snapshot of Your Day As a part of the Digital Grid organization, Manager of Market Applications (Americas), you will be leading an international and diverse team to shape go to market strategies, support sales efforts,...

1h ago

Go to Apply

Hotel Valet Cashier - $14/HR - Walt Disney World's Contemporary Resort

Towne Park • Lake Buena Vista, FL • 2h ago

Retail & Hospitality

At Towne Park, it's more than a job, you can make an impact. A career with us is rewarding in more ways than one. As a hospitality services company, our commitment is to create smiles by delivering exceptional experience...

2h ago

Go to Apply

Tire and Lube Technician

The Hertz Corporation • Orlando, FL • 2h ago

Retail & Hospitality

We are looking for a Tire and Lube Technician with a passion to service vehicles. If this is, you and you're ready for your next destination then you have cruised to the right spot! Apply today and shift your career into...

2h ago

Go to Apply

Peoplesoft Technical Lead

Deloitte • Lake Mary, FL • 3h ago

IT & Engineering

Our Deloitte Enterprise Performance team is at the forefront of enterprise technology, working across finance, supply chain, and IT operations to deliver holistic performance improvement and digital transformation. Join...

3h ago

Go to Apply

Warehouse Associate 1st Shift

Ryder System • Apopka, FL • 4h ago

Manufacturing & Warehouse

Position Description Ryder is opening a brand new warehouse in Apopka, FL and will be hiring Permanent Full Time Warehouse Associates Warehouse positions pay weekly: Hourly Pay: $18.00 per hour Schedule: First Shift Sund...

4h ago

Go to Apply

Forklift Operator Warehouse

Ryder System • Apopka, FL • 4h ago

Manufacturing & Warehouse

Position Description Ryder is opening a brand new warehouse in Apopka, FL and will be hiring Permanent Full Time Warehouse Material Handlers Warehouse positions pay weekly: Hourly Pay: $19.95 per hour Additional Pay: $1....

4h ago

Go to Apply

CDL-A - Team Van Truckload truck driver

Schneider • Orlando, FL • 4h ago

Trucking & Construction

Team Van Truckload truck driver Average pay: $1,300-$1,590 weekly Home time: Every three weeks Experience: 3 months or greater CDL experience Overview Dry van trailers with 95% no-touch freight. Drive within all 48 state...

4h ago

Go to Apply

Class A Truck Driver Home Daily

Ryder System • Orlando, FL • 4h ago

Trucking & Construction

Position Description Immediate opening for a SOLO Home Daily Class A CDL Truck Driver and we want the right Driver to join us in Orlando, FL! Please call/text "Orlando" to at https://RyderCareers.Video/CDL-Hiring You mig...

4h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.