Senior Wealth Advisor - Hybrid, Client Impact & Growth

Charles Schwab; Campbell (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

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.

Qualifications

• Managing and supporting a portfolio of clients in the Heartland metro area.
• CWS® or CPWA designation required.
• CFP® or CFA® designation.
• Bachelor’s degree.
• Active FINRA Series 7 license.
• Active FINRA Series 66 license.
• Five or more years of advisory experience.

Skills

Portfolio management

Financial advisory

Mentoring colleagues

Education

Bachelor’s degree

Tools

CWS® designation

CPWA designation

CFP® designation

CFA® designation

FINRA Series 7

FINRA Series 66

Job description

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.