Wealth Advisor, Schwab Wealth Advisory | Irvine, CA, USA

Charles Schwab; Irvine (CA); On-site; USD 70,000 - 120,000; Full time

Job summary

A leading financial services company seeks a Wealth Advisor to provide personalized investment advice and manage complex client portfolios. This role involves working collaboratively within a dedicated team, focusing on client relationship management, and requires a Bachelor's degree along with relevant licenses. The position offers opportunities for professional growth and a comprehensive benefits package.

Benefits

401(k) with company match

Paid time off for vacation and volunteering

28-day sabbatical after every 5 years

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• Three or more years of advisory experience in financial services.
• Active FINRA Series 7 and Series 66 licenses (or ability to obtain).
• CFP or CFA designation preferred.

Responsibilities

• Provide clients with personalized investment advice and portfolio management.
• Work as a fiduciary within a dedicated team to enhance client experience.
• Develop wealth management expertise and deepen client relationships.

Skills

Client Relationship Management

Financial Planning

Investment Advisory

Education

Bachelor’s degree

Job description

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.

Position Overview

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, and non-discretionary investment advisory solution. You will provide clients with a personal relationship, specialized service, and ongoing advice based on Schwab’s investing approach. Working as a fiduciary within a dedicated SWA team, you will deliver an exceptional client experience and help clients manage complex portfolios to achieve their goals using a wide array of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, options).

You will grow within an experienced, collaborative team, deepening relationships with partners including industry-leading advisors. If you aim to develop your wealth management expertise in a role that allows you to help clients while doing what you love, this could be the opportunity for you.

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 or CFA holders, 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 designation
• Superior relationship management and client retention skills
• Polished interpersonal, communication, and presentation skills, with attention to detail

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

What’s in It for You

At Schwab, we are committed to supporting your personal and professional success. Our purpose-driven culture and focus on development provide you with the tools to make a positive impact in the finance industry. We value workplace flexibility, serving our clients, and maintaining a strong in-person presence.

We offer a comprehensive benefits package, including:

• 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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