Wealth Advisor, Schwab Wealth Advisory

CFA Institute; Bellevue (WA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with Company Match

Employee Stock Purchase Plan

Paid Time Off

Paid Parental Leave

Tuition Reimbursement

Health Insurance

Dental Insurance

Vision Insurance

28-Day Sabbatical After 5 Years

Job summary

An established industry player is seeking a Wealth Advisor to join their dynamic team in Bellevue. This role empowers you to create personalized financial plans and manage complex portfolios for clients. You will be part of a collaborative environment that values innovative thought and creative problem-solving, allowing you to deepen your wealth management expertise while making a significant impact on clients' lives. With a commitment to professional growth and a supportive culture, this opportunity offers the chance to thrive in the finance industry and achieve your career aspirations.

Qualifications

• 3+ years of advisory experience creating financial plans.
• 5+ years in financial services working directly with clients.

Responsibilities

• Provide specialized service and ongoing advice to clients.
• Work as a fiduciary within a dedicated advisory team.

Skills

Advisory Experience

Financial Planning

Client Relationship Management

Communication Skills

Interpersonal Skills

Education

Bachelor’s Degree

CFP or CFA Designation

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.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory solution. You will provide clients with a personal relationship, specialized service, and ongoing advice based on Schwab’s approach to investing. You will have a direct impact on clients’ lives, 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 utilize a broad range of products (e.g., stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading), enabling you to help clients manage complex portfolios and achieve their goals. You will grow within an experienced, collaborative team and deepen relationships with various partners, including industry-leading advisors. If you seek to develop with a firm that challenges you to deepen your wealth management expertise while helping clients and doing what you love, this may be the opportunity for you.

What you have

Required Qualifications:

• Bachelor’s degree
• Active FINRA Series 7 license (may be obtained with a 120-day condition of employment for certified and current CFP or CFA designation holders, verified before hire)
• Active FINRA Series 66 license (may be obtained within the first 120 days)
• Three or more years of 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

Preferred Qualifications:

• CFP or CFA designation
• Superior relationship management and client retention skills
• Polished interpersonal, communication, and presentation skills, with attention to detail

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

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you’ll have the tools to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving our clients, and the value of in-person collaboration.

We offer a competitive benefits package that supports your whole well-being—today and in the future:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service (eligible positions)
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance