Wealth Advisor, Schwab Wealth Advisory

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

Your opportunity

Schwab Private Client is 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. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. (\"SPCIA\"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

To read more about our client offerings visit: Charles Schwab - Investor Services

What you have

We place a premium on high performance, quality service and the ability to execute the SPCIA strategy. Essential skills include:

• 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

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 Hybrid Work and Flexibility 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 benefits package 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