Wealth Advisor, Schwab Wealth Advisory

CFA Institute; Lone Tree (CO); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Join a forward-thinking company as a Wealth Advisor, where your expertise will directly impact clients' financial success. In this role, you'll work within a dedicated team, utilizing innovative strategies to manage complex portfolios and foster strong client relationships. With a commitment to professional growth and a supportive culture, this opportunity offers a chance to deepen your wealth management skills while making a meaningful difference in the finance industry. Embrace a hybrid work environment that balances flexibility with collaboration, ensuring you thrive both personally and professionally.

Benefits

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• 3+ years of advisory experience creating financial plans.
• 5+ years in financial services working directly with clients.

Responsibilities

• Deliver exceptional client experience as a fiduciary.
• Customize financial portfolios using a vast array of products.

Skills

Financial Planning

Client Relationship Management

Investment Strategies

Communication Skills

Education

Bachelor’s Degree

CFP or CFA

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 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, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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