Senior Wealth Advisor - Hybrid, Client Impact & Growth
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Charles Schwab is seeking a Senior Wealth Advisor for Schwab Wealth Advisory in Campbell, CA. The role focuses on fiduciary client service, managing complex portfolios, and delivering tailored investment advice in a non-discretionary, fee-based environment.
You will collaborate with a seasoned team, mentor junior staff, and help clients pursue goals across stocks, bonds, ETFs, and managed accounts. This position requires in-person work in the Bay Area and a strong advisory background.
For the Senior Wealth Advisor
- Hybrid, Client Impact & Growth position at Charles Schwab, we are reviewing applications now.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Advisor
- Hybrid, Client Impact & Growth role in the description above.
We appreciate your interest in this position.
Join Charles Schwab and contribute to our ongoing work.
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