Wealth Advisor: Client-Focused, Growth-Driven Hybrid Role

Charles Schwab; Bellevue (WA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and sabbatical

Paid parental leave and familybuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Wealth Advisor within Schwab Wealth Advisory (SWA) in Bellevue, WA. You will provide fiduciary guidance, build client portfolios using Schwab’s advisory approach, and deliver personalized, ongoing advice through a dedicated SWA team.

The role emphasizes high-touch client relationships, a broad product set, and a collaborative, on-site work environment with a strong emphasis on in-person interaction and professional growth.

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
• CFP or CFA (preferred)

Skills

Advisory experience

Financial planning

Client relationships

Education

Bachelor’s degree

FINRA Series 7 license

FINRA Series 66 license

Job description

Charles Schwab is seeking a Wealth Advisor within Schwab Wealth Advisory (SWA) in Bellevue, WA. You will provide fiduciary guidance, build client portfolios using Schwab’s advisory approach, and deliver personalized, ongoing advice through a dedicated SWA team.

The role emphasizes high-touch client relationships, a broad product set, and a collaborative, on-site work environment with a strong emphasis on in-person interaction and professional growth.