Wealth Advisor, Schwab Wealth Advisory

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 (SWA), you will join a premier, fee-based, and non-discretionary investment advisory solution. You will provide clients with a personal relationship, specialized service, and ongoing advice based on Schwab’s approach to investing. You will have a direct impact on clients’ lives, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.

SWA’s advice philosophy will empower you to utilize a broad range of products (e.g., stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading), enabling you to help clients manage complex portfolios and achieve their goals. You will grow within an experienced, collaborative team and deepen relationships with various partners, including industry-leading advisors. If you seek to develop with a firm that challenges you to deepen your wealth management expertise while helping clients and doing what you love, this may be the opportunity for you.

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 designation 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 for clients
• Five or more years in the financial services industry working directly with clients

Preferred Qualifications:

• CFP or CFA designation
• Superior relationship management and client retention skills
• Polished interpersonal, communication, and presentation skills, with attention to detail

Additional Compensation: In addition to the salary range, this role is eligible for bonus or incentive opportunities.

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you’ll have the tools to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving our clients, and the value of in-person collaboration.

We offer a competitive benefits package that supports your whole well-being—today and in the future:

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