Wealth Advisor: Strategic Financial Planning & Client
Job in
Campbell, Santa Clara County, California, 95011, USA
Listed on 2026-06-28
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-06-28
Job specializations:
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Finance & Banking
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Sales
Job Description & How to Apply Below
Charles Schwab Corporation is seeking a Wealth Advisor in Campbell, California. This role focuses on managing client relationships, delivering personalized financial planning, and providing investment guidance tailored to Schwab’s philosophy. The ideal candidate excels in relationship-building and communication, ensuring client confidence and long-term retention.
Applicants must have a Bachelor’s degree and licenses such as the FINRA Series 7 and Series 66. The position offers a collaborative work environment and encourages bonus opportunities.
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