Schwab Stock Plan Services
Wealth Advisor, Schwab Wealth Advisory
Schwab Stock Plan Services, Phoenix, Arizona, United States, 85003
Join to apply for the
Wealth Advisor, Schwab Wealth Advisory
role at
Schwab Stock Plan Services 3 weeks ago Be among the first 25 applicants Join to apply for the
Wealth Advisor, Schwab Wealth Advisory
role at
Schwab Stock Plan Services Get AI-powered advice on this job and more exclusive features. Phoenix, AZ
Requisition ID
2025-110392
Category
Financial Planning
Position type
Regular
Pay range
USD $115,000.00 - $140,000.00 / Year
Application deadline
2025-05-31
Apply
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 are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, 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 use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
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 designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years 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 Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Apply
Share
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Eligible Schwabbies receive
Medical, dental and vision benefits 401(k) and employee stock purchase plans Tuition reimbursement to keep developing your career Paid parental leave and adoption/family building benefits Sabbatical leave available after five years of employment
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Schwab Stock Plan Services by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
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Wealth Advisor, Schwab Wealth Advisory
role at
Schwab Stock Plan Services 3 weeks ago Be among the first 25 applicants Join to apply for the
Wealth Advisor, Schwab Wealth Advisory
role at
Schwab Stock Plan Services Get AI-powered advice on this job and more exclusive features. Phoenix, AZ
Requisition ID
2025-110392
Category
Financial Planning
Position type
Regular
Pay range
USD $115,000.00 - $140,000.00 / Year
Application deadline
2025-05-31
Apply
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 are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, 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 use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
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 designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years 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 Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
Apply
Share
Facebook LinkedIn Twitter Email
Eligible Schwabbies receive
Medical, dental and vision benefits 401(k) and employee stock purchase plans Tuition reimbursement to keep developing your career Paid parental leave and adoption/family building benefits Sabbatical leave available after five years of employment
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Schwab Stock Plan Services by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
Wealth Management Advisor - Uptown Phoenix
Phoenix, AZ $65,000.00-$78,000.00 3 days ago Phoenix, AZ $55,000.00-$75,000.00 3 weeks ago Phoenix, AZ $65,000.00-$78,000.00 1 week ago J.P. Morgan Wealth Management – Private Client Advisor - Scottsdale, AZ
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
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Litchfield Park, AZ $65,000.00-$78,000.00 1 week ago Scottsdale, AZ $125.00-$200,000.00 1 week ago Financial Consultant (FSB) - Phoenix, AZ
Goodyear, AZ $65,000.00-$78,000.00 4 days ago Wealth Management VEA Training Program - Tempe, AZ
Scottsdale, AZ $60,000.00-$70,000.00 1 week ago J.P. Morgan Wealth Management – Private Client Advisor - Scottsdale, AZ (Scottsdale Oldtown)
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr