Wealth Advisor, Schwab Wealth Advisory

CFA Institute; Indianapolis (IN); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Wealth Advisor, where your expertise in financial planning and client relationship management will directly impact clients' lives. This role offers the unique opportunity to work within a premier, fee-based advisory team, providing personalized service and ongoing advice. Collaborate with industry-leading advisors, deepen your wealth management expertise, and enjoy a culture focused on professional growth and flexible work arrangements. If you are passionate about helping clients achieve their financial goals, this position could be the perfect fit for you.

Benefits

401(k) with company match

Employee stock purchase plan

Paid time off for vacation

28-day sabbatical every five years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• 3+ years of advisory experience in financial planning and portfolio management.
• Active FINRA Series 7 and Series 66 licenses required.

Responsibilities

• Provide personalized investment advice and services to clients.
• Create and customize financial plans and portfolios for diverse client needs.

Skills

Financial Planning

Client Relationship Management

Portfolio Management

Communication Skills

Interpersonal Skills

Education

Bachelor’s Degree

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 team, providing clients with personalized service and ongoing advice based on Schwab’s investment approach. You will directly impact clients' lives by working as a fiduciary to deliver an exceptional client experience. SWA’s advice philosophy enables you to utilize a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading), supporting complex portfolio management and goal achievement. You will grow within an experienced, collaborative team and deepen relationships with industry-leading advisors and partners. If you seek to develop your wealth management expertise in a role that allows you to help clients while doing what you love, this opportunity may be ideal for you.

What you have

Required Qualifications:

• Bachelor’s degree
• Active FINRA Series 7 license
  • (May be obtained within 120 days with a 120-day condition of employment for certified and current CFP or CFA 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 are committed to supporting your personal and professional growth. Our purpose-driven culture, focus on development, and flexible work arrangements enable you to make a positive impact in the finance industry. We offer a comprehensive benefits package, including:

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service (for eligible roles)
• Paid parental leave and family-building benefits
• Tuition reimbursement
• Health, dental, and vision insurance