Wealth Advisor, Schwab Wealth Advisory

Charles Schwab; Richfield (OH); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to join their innovative team. In this role, you will empower clients by providing personalized financial advice and managing complex portfolios. With a focus on relationship management and superior service, you will have the opportunity to grow your wealth management expertise in a supportive environment. The firm emphasizes a hybrid work approach, balancing flexibility with in-person collaboration, ensuring you can thrive while making a significant impact in the finance industry.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid time off for vacation

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

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

Responsibilities

• Deliver exceptional client experience as a fiduciary within a dedicated team.
• Utilize a broad range of investment products to manage complex portfolios.

Skills

Advisory Experience

Relationship Management

Financial Planning

Communication 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 solution, providing clients with personal relationships, specialized service, and ongoing advice based on Schwab’s investment approach. You will have a direct impact on clients' lives, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will enable you to utilize a broad range of products (e.g., stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading), positioning you for success in managing complex portfolios and helping clients achieve their goals. You will grow within an experienced, collaborative team and deepen relationships with industry-leading advisors. If you seek to develop your wealth management expertise within a firm that challenges you to grow and allows you to make a difference 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 with a 120-day condition of employment for certified and current CFP or CFA designation 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
• 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’re committed to empowering your personal and professional success. Our purpose-driven, supportive culture, and focus on your development provide you with the tools to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving our clients, and the value of in-person collaboration.

We offer a competitive benefits package that supports your whole well-being, both today and in the future:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, 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