About this role
International Wealth Advisor, Schwab Wealth Advisory at Charles Schwab. Location: Orlando, Florida, United States. Role: managing clients, delivering planning, providing guidance Requirements: Bachelor's degree, FINRA Series 7 and Series 66 (or obtained within 120 days), bilingual English/Spanish, financial planning experience, coachable with strong client communication and time management. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66, cfp, cfa, series 9, series 10, series 24 Commitment: Full Time Workplace: Onsite Languages: English, Spanish, Portuguese