Wealth Advisor, Schwab Wealth Advisory

Charles Schwab; Los Angeles (CA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a dedicated Wealth Advisor to join their innovative team in Los Angeles. This role empowers you to make a significant impact on clients' financial futures by providing personalized investment advice and managing complex portfolios. You'll thrive in a collaborative environment, developing your wealth management expertise while enjoying a hybrid work model that balances flexibility and in-person collaboration. With a commitment to your professional growth, this opportunity offers a comprehensive benefits package, including a 401(k) with company match, paid parental leave, and tuition reimbursement. If you're passionate about finance and client success, this is the perfect role for you.

Benefits

401(k) with company match

Employee stock purchase plan

Paid vacation

28-day sabbatical after five 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

• Provide personalized service and ongoing advice to clients.
• Help clients manage complex portfolios and achieve financial goals.

Skills

Advisory experience

Relationship management

Communication skills

Financial planning

Client retention

Education

Bachelor’s degree

CFP or CFA designation

Job description

Join to apply for the Wealth Advisor, Schwab Wealth Advisory role at Charles Schwab.

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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 solution, providing clients with personalized service, ongoing advice, and a fiduciary relationship built on Schwab’s approach to investing. You will directly impact clients’ lives by helping them manage complex portfolios and achieve their financial goals, using a broad array of products including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading.

You will grow within an experienced, collaborative team, deepening relationships with partners and industry-leading advisors. 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 is for you.

What you have

Required Qualifications

• Bachelor’s degree
• Active FINRA Series 7 license (may be obtained within 120 days with a current CFP or CFA designation, verified before hire)
• Active FINRA Series 66 license (may be obtained within first 120 days)
• Three or more years of advisory experience, including creating and customizing financial plans and portfolios
• 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
• Excellent 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

Schwab is committed to empowering your personal and professional growth through a supportive culture and development tools. Our hybrid work model balances flexibility, client service, and 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 days, and a 28-day sabbatical after five years
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Additional Information

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

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