Position Type : RegularYour opportunityAt 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 Senior 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 their more complex portfolios and achieve their goals.
You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors.
You’ll also have the opportunity to mentor junior SWA team members. 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 Required : CFP® designation or CFA® designation requiredBachelor’s degreeActive and valid FINRA Series 7 licenseActive and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)Five or more years of advisory experiencePreferred : Five or more years working directly with clients in the financial services industry highly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for youAt 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 Hybrid Work and Flexibility 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 benefits package that takes care of the whole you both today and in the future : 401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
As a Senior 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 d...
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory
As a Senior 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 d...
Tax Manager | 100% Remote | Wealth Mgmt firm | $110k-$125k | 10% Bonus
The Tax Manager works directly with clients to prepare and deliver income tax returns, as well as consult on any questions and planning with the financial advisors. Job Title: Tax Senior or Tax Manager. Great opportunity to be part of a holistic approach to Tax Planning & Wealth Management. Work...
Investment Consultant - Cupertino, CA - Charles Schwab
Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. The first foray into the path towards becoming a Financial Consult...
J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. At least 2 years in a Financial Advi...
Investment Consultant- Menlo Park, CA - Charles Schwab
Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. The first foray into the path towards becoming a Financial Consult...
Private Wealth Advisor
As a Private Wealth Advisor you will work directly with high-net-worth individuals and high-complexity families to create customized and comprehensive wealth management plans for protecting and growing their wealth across generations. Collaborate with internal partners and subject matter experts in ...
Investment Consultant- Rowland Heights, CA - Charles Schwab
Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network atthe ground floor. The first foray into the path towards becoming a Financial Consulta...
Private Wealth Manager needed asap! Brea California
An expanding boutique advisory firm specializing in Comprehensive Wealth Management, Investment Management, and Wealth Transfer/Estate Planning. National Wealth Management firm seeking experienced Financial Advisors to create and grow client relationships using comprehensive financial planning and s...
Sr. Manager, Wealth Advisor- Schwab Wealth Advisory - Charles Schwab
As a Senior 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 d...