Wealth Advisor – Schwab Wealth Advisory

Charles Schwab; Bellevue (WA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Vacation and sabbatical

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Sabbatical after 5 years

Job summary

Charles Schwab is hiring a Wealth Advisor to join Schwab Wealth Advisory in Washington. You will deliver fiduciary financial advice, develop tailored plans, and manage client portfolios for high-net-worth individuals.

This role emphasizes on-site collaboration and in-depth client service. The position requires Series 7 and 66 licenses (or the ability to obtain within defined timelines), a Bachelor’s degree, and 3+ years of advisory experience within financial services.

Qualifications

• Bachelor’s degree required.
• Active FINRA Series 7 license (may be obtained with conditions).
• Active FINRA Series 66 license (may be obtained within 120 days).
• 3+ years advisory experience; creating and customizing financial plans and portfolios.
• 5+ years in financial services working with clients.

Responsibilities

• Provide personalized financial advice and fiduciary guidance.
• Develop and customize comprehensive financial plans and portfolios.
• Manage and service client relationships and portfolios to meet goals.
• Collaborate with partners to deliver exceptional client experience.

Skills

Relationship management

Communication

Presentation

Client service

Financial planning

Education

Bachelor’s degree

Tools

FINRA Series 7

FINRA Series 66

Job description

Position Type: Regular
Your opportunity

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.

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 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 complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. 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:

• 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

Preferred Qualifications:

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

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 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 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