Wealth Advisor, Schwab Wealth Advisory | Edina, MN, USA

Charles Schwab; Edina (MN); On-site; USD 60,000 - 110,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to join their innovative team in transforming the finance industry. This role empowers you to provide personalized investment advice, manage complex portfolios, and build lasting client relationships. With a focus on professional development, you will thrive in a supportive environment that values collaboration and flexibility. Join a firm that challenges you to deepen your wealth management expertise while making a significant impact on clients' lives. This opportunity is perfect for those passionate about finance and client success.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid time off for vacation

28-day sabbatical 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 Series 66 licenses required.

Responsibilities

• Provide personalized investment advice to clients.
• Create and customize financial plans and portfolios.

Skills

Advisory Experience

Financial Planning

Client Relationship Management

Communication Skills

Education

Bachelor’s Degree

CFP or CFA Certification

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 will join a premier, fee-based, and non-discretionary investment advisory team, providing clients with personalized service, ongoing advice, and a relationship built on Schwab’s investment approach. You will directly impact clients' lives by working as a fiduciary within a dedicated SWA team to deliver an exceptional client experience. SWA’s advice philosophy empowers you to utilize a broad range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options trading), enabling you to help clients manage complex portfolios and achieve their goals. You will grow within an experienced, collaborative team while strengthening relationships with partners, including industry-leading advisors.

If you seek to develop with a firm that challenges you to deepen your wealth management expertise and allows you to help clients while doing what you love, this may 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 a current CFP or CFA designation, verified before hire)
• Active FINRA Series 66 license (may be obtained within the first 120 days)
• Three or more years of 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 certification
• Superior relationship management and client retention skills
• Polished interpersonal, communication, and presentation skills, with attention to detail

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, we’re committed to empowering your personal and professional success. Our purpose-driven, supportive culture, and focus on your development provide you with the tools to make a positive impact in the finance industry. We balance our commitment to workplace flexibility, serving clients, and the value of in-person collaboration.

We offer a competitive benefits package that supports your well-being today and in the future:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 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

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