Wealth Advisor – Schwab Wealth Advisory

Charles Schwab; Westlake (TX); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to join their innovative team. This role empowers you to make a significant impact on clients' financial journeys through personalized service and expert advice. You will work within a collaborative environment, leveraging a wide array of investment products to help clients manage their portfolios effectively. With a focus on professional growth and client relationships, this position offers a dynamic opportunity for those passionate about wealth management and client success. Join a forward-thinking company that values creativity and problem-solving in transforming the finance industry.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid vacation

Volunteering days

28-day sabbatical after five years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• 3+ years of advisory experience in financial planning and portfolio customization.
• Strong relationship management and client retention skills.

Responsibilities

• Provide personalized service and ongoing advice to clients.
• Utilize a broad range of investment products to help clients manage portfolios.

Skills

Client Relationship Management

Financial Planning

Portfolio Customization

Interpersonal Skills

Communication Skills

Education

Bachelor’s Degree

CFP or CFA Designation

Tools

FINRA Series 7 License

FINRA Series 66 License

Job description

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

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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 and ongoing advice based on Schwab’s investment philosophy. You will directly impact clients’ lives, working as a fiduciary within a dedicated team to deliver exceptional client experiences. SWA’s advice approach will enable you to utilize a broad 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 develop your expertise in a collaborative environment, building relationships with clients and industry-leading advisors. If you seek growth in wealth management and enjoy helping clients, this could be the right opportunity for you.

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 120 days)
• At least three years of advisory experience, including financial planning and portfolio customization
• Over five years of client-facing experience in financial services

Preferred Qualifications

• CFP or CFA designation
• Strong relationship management and client retention skills
• Excellent interpersonal, communication, and presentation skills with 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. Our hybrid work model balances flexibility, client service, and team collaboration.

Our benefits include:

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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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