Wealth Advisor, Schwab Wealth Advisory

Charles Schwab; Lone Tree (IA); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to join their advisory team. This role offers the chance to make a significant impact on clients' financial journeys while working in a collaborative environment. You'll leverage a broad range of financial products to help clients achieve their investment goals. The company fosters a supportive culture that emphasizes personal and professional growth, ensuring you have the tools needed to succeed. With a focus on flexibility and work-life balance, this position is perfect for those looking to thrive in the finance industry.

Benefits

401(k) with company match

Paid vacation

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Volunteering leave

28-day sabbatical after 5 years

Qualifications

• 3+ years of advisory experience in financial services.
• Active FINRA Series 7 and Series 66 licenses.

Responsibilities

• Provide personalized investment advice to clients.
• Create and customize financial plans and portfolios.

Skills

Advisory Experience

Financial Planning

Client Relationship Management

Communication Skills

Education

Bachelor’s Degree

CFP or CFA Designation

Job description

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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, working as a fiduciary within a dedicated team to deliver an exceptional client experience. SWA’s advice philosophy enables you to use a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options) to help clients manage complex portfolios and achieve their goals. You will grow within an experienced, collaborative team, deepening client relationships and partnering with industry-leading advisors. If you seek to develop your wealth management expertise in a supportive environment where you can help clients and do what you love, this is an excellent opportunity.

What you have

Required Qualifications

• Bachelor’s degree
• Active FINRA Series 7 license (may be obtained with a 120-day condition 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

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 your personal and professional success. Our supportive culture, purpose-driven environment, and focus on development provide the tools you need to make a positive impact in finance. Our Hybrid Work and Flexibility approach balances ongoing workplace flexibility with the value of in-person collaboration.

We offer a comprehensive benefits package, including:

• 401(k) with company match and Employee stock purchase plan
• Paid vacation, volunteering leave, and a 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

Additional information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales