Wealth Advisor — Hybrid, Client‑Focused Growth

Charles Schwab; San Francisco (CA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab Wealth Advisory is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s approach. You will collaborate closely with an experienced advisory team to support clients through complex financial decisions while maintaining focus on long‑term goals.

The role emphasizes fiduciary responsibility, relationship‑driven service, and in‑person collaboration.

Qualifications

• Bachelor’s degree required; FINRA Series 7 is required and Series 66 preferred or equivalent
• CFP® or CFA® designation preferred or obtainable within 120 days of hire

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning
• Provide tailored investment guidance aligned to Schwab’s investing approach
• Collaborate with an advisory team to support clients through complex financial decisions
• Help clients stay focused on long‑term goals and outcomes
• Contribute to client retention and advisory excellence

Skills

Client relationship management

Time management

Financial planning

Coachability

Self-awareness

Education

Bachelor’s degree

FINRA Series 7 license

FINRA Series 66 license

CFP® or CFA® designation

Job description

Schwab Wealth Advisory is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s approach. You will collaborate closely with an experienced advisory team to support clients through complex financial decisions while maintaining focus on long‑term goals.

The role emphasizes fiduciary responsibility, relationship‑driven service, and in‑person collaboration.