Wealth Advisor, Schwab Wealth Advisory

Join to apply for the Wealth Advisor, Schwab Wealth Advisory role at Tie Talent

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Join to apply for the Wealth Advisor, Schwab Wealth Advisory role at Tie Talent

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.

About the Position

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, non-discretionary investment advisory solution, providing clients with personalized service and ongoing advice based on Schwab’s investing approach. You will work as a fiduciary within a dedicated team to deliver an exceptional client experience, using a wide array of products including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading.

This role offers growth opportunities within an experienced, collaborative team, and the chance to deepen client relationships and industry expertise.

What You Have

Required Qualifications:

• Bachelor’s degree
• Active FINRA Series 7 license (may be obtained with a 120-day condition of employment for certified and current CFP or CFA holders, verified before hire)
• Active FINRA Series 66 license (may be obtained within the first 120 days)
• Three or more years of advisory experience, including creating and customizing financial plans and portfolios
• Five or more years in the financial services industry working directly with clients

Preferred Qualifications:

• CFP or CFA certification
• Strong relationship management and client retention skills
• Excellent interpersonal, communication, and presentation skills, with attention to detail

In addition to salary, this role is eligible for bonuses or incentives.

What’s In It For You

Schwab is committed to supporting your personal and professional growth through a purpose-driven culture and development tools. Our Hybrid Work and Flexibility approach balances workplace flexibility with the value of in-person collaboration. We offer a comprehensive benefits package including:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical after 5 years
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Location:

Atlanta, Georgia, United States

Additional Details:

• Experience in Finance & Accounting

• Languages:
  
  English

• Mid-Senior level

• Full-time

• Finance and Sales

• Technology, Information and Internet

Referrals increase your chances of interviewing at Tie Talent by 2x.

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