Wealth Advisor - Schwab Wealth Advisory

CFA Institute; Westlake (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to join their dynamic team in Westlake. In this pivotal role, you will provide personalized investment advisory services, working closely with clients to develop tailored financial plans and manage diverse portfolios. This position offers significant growth opportunities within a collaborative environment, allowing you to deepen relationships with industry-leading advisors while making a meaningful impact on clients' financial futures. Join a forward-thinking firm that values your professional development and offers a supportive culture focused on success.

Benefits

401(k) Plan with Company Match

Employee Stock Purchase Plan

Paid Vacation

Volunteering Days

28-Day Sabbatical after 5 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 with clients.

Responsibilities

• Provide personalized service and ongoing advice to clients.
• Manage complex portfolios and help clients achieve their goals.

Skills

Relationship Management

Client Retention

Financial Planning

Communication Skills

Presentation Skills

Education

Bachelor's Degree

CFP or CFA Certification

Job description

Wealth Advisor - Schwab Wealth Advisory

Employer: Charles Schwab | Location: Westlake, USA | Salary: Competitive | Closing date: Apr 30, 2025

View more categories | View less categories | Job Function: Other | Industry Sector: Finance - General | Employment Type: Full Time | Education: Bachelors

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 will join a premier, fee-based, non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a fiduciary relationship based on Schwab's investment approach. You will have the opportunity to work with a wide range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options) to help clients manage complex portfolios and achieve their goals. This role offers growth within an experienced, collaborative team and the chance to deepen relationships with industry-leading advisors.

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)
• Active FINRA Series 66 license (may be obtained within the first 120 days)
• Three or more years of advisory experience 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 certification
• Strong relationship management and client retention skills
• Excellent interpersonal, communication, and presentation skills, with attention to detail

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

What’s in it for you

Schwab is committed to empowering your personal and professional success through a supportive culture and focus on development. We offer workplace flexibility, serve our clients effectively, and value in-person collaboration.

• 401(k) plan with company match and Employee Stock Purchase Plan
• Paid vacation, volunteering days, and a 28-day sabbatical after 5 years of service (eligible positions)
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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