Wealth Advisor, Schwab Wealth Advisory

CFA Institute; San Diego (CA); On-site; USD 70,000 - 110,000; 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 tailored investment advice and managing complex portfolios. As a fiduciary, you will work closely with clients, ensuring their financial goals are met with exceptional service. This position offers a unique opportunity to grow your wealth management expertise while being part of a supportive and collaborative environment. With a focus on professional development and a commitment to flexibility, this role is perfect for those looking to make a meaningful impact in the finance industry.

Benefits

401(k) with company match

Employee stock purchase plan

Paid time for vacation

28-day sabbatical after every 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

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

Responsibilities

• Provide personalized investment advice to clients.
• Work collaboratively within a dedicated advisory team.

Skills

Advisory Experience

Relationship Management

Communication Skills

Attention to Detail

Education

Bachelor's Degree

Tools

FINRA Series 7 License

FINRA Series 66 License

CFP or CFA

Job description

Position Type : Regular

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 leverage 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 stakeholders, 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 Skills :

1. Bachelor's Degree required
2. Active FINRA Series 7 license required
3. Active FINRA Series 66 license (or may be obtained within the first 120 days)
4. Three or more years advisory experience
5. Five or more years in the financial services industry working directly with clients

Preferred Skills :

1. CFP or CFA preferred
2. Superior relationship management and client retention experience
3. 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 :

1. 401(k) with company match and Employee stock purchase plan
2. Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
3. Paid parental leave and family building benefits
4. Tuition reimbursement
5. Health, dental, and vision insurance