Senior Wealth Advisor, Schwab Wealth Advisory

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

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.

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 Senior 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 their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. 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:

• Demonstrated experience managing and supporting a portfolio of clients located within the Heartland metropolitan area
• CWS® or CPWA designationrequired
• 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

Preferred Qualifications:

• Sevenor more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact. 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