Wealth Advisor, Schwab Wealth Advisory

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, providing 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 SWA team to deliver an exceptional client experience. SWA’s advice philosophy will enable you to utilize a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options) 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 leading industry advisors. If you seek to develop your wealth management expertise in a role that allows you to help clients while doing what you love, this opportunity may be ideal for you. What you have Required Qualifications 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 Excellent interpersonal, communication, and presentation skills, with attention to detail In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you At Schwab, we are committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development provide the tools to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving clients, and the value of in-person collaboration. We offer a comprehensive benefits package that supports your current and future well-being, including: 401(k) plan with company match and Employee Stock Purchase Plan Paid vacation, volunteering leave, and a 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family-building benefits

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