About this role
Wealth Advisor, Schwab Wealth Advisory at Your Opportunity. Location: Walnut Creek, California, United States. Role: managing relationships, delivering planning, providing guidance Requirements: Bachelor's degree and FINRA Series 7 and 66 (may be obtained 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