About this role
Wealth Advisor, Schwab Wealth Advisory at Charles Schwab. Location: Omaha, Nebraska, United States. Role: managing relationships, delivering planning, providing guidance Requirements: Bachelor's degree, active FINRA Series 7 and Series 66 (or obtain within 120 days), CFP®/CFA preferred, strong client relationship, financial planning, time management, and communication skills. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English