Wealth Advisor, Schwab Wealth Advisory

Charles Schwab; Tysons (VA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Volunteer time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab is seeking a Wealth Advisor to join Schwab Wealth Advisory in Tysons, VA. The role provides fiduciary, fee-based advisory services to clients, leveraging a broad array of products to manage complex portfolios and help clients reach their goals.

You will work as part of a dedicated team with other seasoned advisors, providing personalized financial planning and ongoing advice while staying compliant with regulatory requirements.

Qualifications

• Bachelor’s degree required.
• Active FINRA Series 7 license required.
• Active FINRA Series 66 license required.
• CFP or CFA designation preferred or may be obtained within 120 days for CFP/CFA holders.
• Three or more years of advisory experience with client-focused financial planning.
• Five or more years in the financial services industry serving clients.

Responsibilities

• Provide fiduciary wealth advisory services to clients within Schwab Wealth Advisory.
• Develop and customize financial plans and portfolios across investments, managed accounts and options.
• Deliver an exceptional client experience and deepen client relationships.
• Collaborate with Schwab Wealth Advisory team and partners to meet client goals.

Skills

FINRA Series 7

FINRA Series 66

CFP or CFA

Relationship management

Education

Bachelor’s degree

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

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

What you have

• 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 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 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