Wealth Advisor, Schwab Wealth Advisory

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor
, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in‑office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

As a Private Client Advisor of SPCIA, you will work as a fiduciary within a dedicated Schwab Private Client team to deliver a disciplined, objective, non‑discretionary advisory relationship designed to help our clients reach their financial goals. In this role you will be responsible for:

• Maintaining and growing an assigned practice of high‑net worth clients with Schwab Branch business partners
• Developing, implementing and ongoing monitoring of Investment Policy Statements that outline investment goals and objectives, preferences and risk tolerance
• Constructing and delivering customized portfolio advice with specific investment recommendations through scheduled and proactive outreach to clients
• Partnering with a team of financial planners, attorneys and CPAs to offer comprehensive solutions

You will provide on‑going advice to clients via a phone based relationship with the opportunity to visit your assigned market and clients. SPCIA’s advice philosophy will enable you to leverage a vast array of products (i.e. stocks, bonds, ETF’s, mutual funds, separately managed accounts, option trading) as you help clients manage larger and more complex portfolios and wealth planning needs. This unique and rewarding opportunity will provide both you and your clients the ability to build goal oriented portfolios and nurture long‑term relationships.

You will have the tools, resources and support to succeed in a portfolio management environment. Specifically:

• Client relationship management software to enable seamless client interactions
• Financial Planning software designed for customized client focused portfolio solutions
• Access to third party and proprietary research to support the advice recommendations
• On‑going training and commitment to your professional development

SPCIA offers a progressive benefits package along with a base plus variable bonus compensation program derived from client satisfaction, growth of the offer and client retention. In this role, we believe that the client relationship should not be compromised by commission payments that may incent product sales.

We value integrity,open communication, strong market knowledge, and a passion for client service.

If you want to workwith a firm that is dynamic, client focused and values your contributions by providing a successful environment for outstanding financial rewards,consider acareer as a
Private Client Advisor
with Schwab Private Client Investment Advisory.

• Client
  
  Experience:
  
  Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
• Time Management: Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.
• Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and…