Senior Wealth Advisor: High-Impact, Client-Centric Guidance

The Charles Schwab Corporation; Campbell (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) match

Paid vacation and sabbatical after 5 +

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation invites a Senior Wealth Advisor to join Schwab Wealth Advisory in providing high‑quality, fiduciary advice and a personal client relationship with a focus on sophisticated portfolios.

You will leverage a broad suite of Schwab investment products and collaborate with a seasoned team to deliver ongoing guidance. The role values extensive advisory experience and may include mentoring responsibilities for more junior colleagues.

Qualifications

• Demonstrated experience managing and supporting a portfolio of clients located within the Heartland metropolitan area
• CWS® or CPWA designation required
• CFP® designation or CFA® designation
• Bachelor’s degree
• Active and valid FINRA Series 7 license
• Active and valid FINRA Series 66 license
• Five or more years of advisory experience

Responsibilities

• Provide fiduciary investment advice and portfolio management for clients
• Build and deepen client relationships across Schwab Wealth Advisory
• Mentor junior SWA team members and collaborate with partners to deliver exceptional service

Skills

Portfolio management

Client relationship management

Wealth planning

Regulatory compliance knowledge

Education

Bachelor’s degree

CPWA designation

CFP designation

CFA designation

FINRA Series 7 license

FINRA Series 66 license

Job description

The Charles Schwab Corporation invites a Senior Wealth Advisor to join Schwab Wealth Advisory in providing high‑quality, fiduciary advice and a personal client relationship with a focus on sophisticated portfolios.

You will leverage a broad suite of Schwab investment products and collaborate with a seasoned team to deliver ongoing guidance. The role values extensive advisory experience and may include mentoring responsibilities for more junior colleagues.