Wealth Advisor, Schwab Wealth Advisory

Schwab Stock Plan Services; Irvine (CA); Hybrid; USD 133,000 - 160,000; Full time

Job summary

A leading company in financial services seeks a Wealth Advisor to join their advisory team in Irvine, CA. The role involves providing personalized investment advice and managing client portfolios. Ideal candidates will have significant advisory experience and relevant licenses. The company offers a supportive culture, professional development, and a flexible hybrid work environment.

Benefits

401(k) with company match

Paid vacation and volunteering days

28-day sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• Three or more years of advisory experience, including financial planning and portfolio management.
• Five or more years in the financial services industry working directly with clients.

Responsibilities

• Provide clients with personalized service and ongoing advice.
• Manage complex portfolios to help clients achieve their goals.

Skills

Relationship Management

Communication

Presentation Skills

Education

Bachelor’s degree

Tools

FINRA Series 7

FINRA Series 66

Job description

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Irvine, CA

Requisition ID: 2025-110389

Category: Financial Planning

Position type: Regular

Pay range: USD $133,350.00 - $160,000.00 / Year

Application deadline: 2025-05-31

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, non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a fiduciary relationship. You will use a broad range of products to manage complex portfolios and help clients achieve their goals, working with experienced colleagues and industry partners. This role offers opportunities for growth and development in wealth management, with a focus on client success and professional growth.

What you have

Required Qualifications

• Bachelor’s degree
• Active FINRA Series 7 license (may be obtained within 120 days with CFP or CFA designation verified before hire)
• Active FINRA Series 66 license (may be obtained within 120 days)
• Three or more years of advisory experience, including financial planning and portfolio management
• Five or more years in the financial services industry working directly with clients

Preferred Qualifications

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

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

What’s in it for you

We are committed to your personal and professional success, offering a supportive culture, development tools, and a flexible hybrid work environment. Our benefits include:

• 401(k) with company match and Employee stock purchase plan
• Paid vacation, volunteering days, and a 28-day sabbatical after 5 years
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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Additional benefits

• Medical, dental, and vision benefits
• Retirement plans and stock purchase options
• Career development support
• Paid parental and family benefits
• Sabbatical leave after 5 years

Additional roles and opportunities

• Various related roles in wealth management and advisory services in Irvine and surrounding areas.