Wealth Advisor - Schwab Wealth Advisory

Charles Schwab; San Francisco (CA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player seeks a Wealth Advisor to join their collaborative advisory team. This role offers the chance to empower clients with personalized investment strategies while fostering professional growth in a supportive environment. You'll manage diverse portfolios and build lasting relationships, all while enjoying a flexible hybrid work model. With comprehensive benefits and opportunities for personal development, this position is perfect for those looking to make a meaningful impact in the finance sector.

Benefits

401(k) with company match

Paid vacation and volunteering days

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• 3+ years advisory experience in financial planning and portfolio management.
• Active FINRA Series 7 and 66 licenses required.

Responsibilities

• Provide personalized service and ongoing advice to clients.
• Manage complex portfolios using a variety of investment products.

Skills

Financial Planning

Portfolio Customization

Relationship Management

Communication Skills

Attention to Detail

Education

Bachelor's Degree

Tools

FINRA Series 7 License

FINRA Series 66 License

CFP Certification

CFA Certification

Job description

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

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

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, non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a fiduciary relationship. You will use a wide range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options) to help clients manage complex portfolios and reach their financial goals. You will grow within an experienced, collaborative team and deepen relationships with partners and industry advisors. If you are looking to develop your wealth management expertise in a role that allows you to make a difference, this could be the opportunity for you.

What you have

Required Qualifications

• Bachelor’s degree
• Active FINRA Series 7 license (may be obtained within 120 days with CFP or CFA certification)
• Active FINRA Series 66 license (may be obtained within 120 days)
• Three+ years advisory experience, including financial planning and portfolio customization
• Five+ years in financial services working directly with clients

Preferred Qualifications

• CFP or CFA designation
• Strong relationship management and client retention skills
• Excellent communication, presentation, and attention to detail

In addition to salary, this role is eligible for bonuses and incentives.

What’s in it for you

At Schwab, we support your personal and professional growth through a purpose-driven culture and development tools. We offer a flexible hybrid work model, balancing remote work with in-person collaboration. Our benefits include:

• 401(k) with company match and stock purchase plan
• Paid vacation, volunteering days, and a 28-day sabbatical after 5 years
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Additional Details

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

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