Wealth Advisor: Hybrid Practice with Client Impact

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

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Private Client Advisor to deliver high‑touch, fee‑based and non‑discretionary investment advisory services for our clients.

In this role you will rely on your relationship management skills and industry knowledge to strengthen client retention while collaborating with a team in a hybrid work environment. Undergraduate degree and active FINRA licenses are required, with CFP/CFA preferred.

Qualifications

• Undergraduate degree required.
• Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days).
• Three or more years advisory experience required.
• Five or more years in the financial services industry working directly with clients highly preferred.
• CFP or CFA preferred.
• Superior relationship management and client retention experience.
• Polished interpersonal, communication and presentation skills, attention to detail.

Skills

Relationship management

Client service

Presentation skills

Interpersonal skills

Communication skills

Attention to detail

FINRA Series 7 & 66

Advisory experience

Financial services experience

Education

Undergraduate degree

Job description

Charles Schwab is seeking a Private Client Advisor to deliver high‑touch, fee‑based and non‑discretionary investment advisory services for our clients.

In this role you will rely on your relationship management skills and industry knowledge to strengthen client retention while collaborating with a team in a hybrid work environment. Undergraduate degree and active FINRA licenses are required, with CFP/CFA preferred.