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 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 leverage 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 complex portfolios and achieve their goals.
You’ll grow within an experienced, collaborative team, while deepening relationships with various stakeholders, including industry leading advisors.
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 Skills :
- Bachelor's Degree required
- Active FINRA Series 7 license required
- Active FINRA Series 66 license (or may be obtained within the first 120 days)
- Three or more years advisory experience
- Five or more years in the financial services industry working directly with clients
Preferred Skills :
- CFP or CFA preferred
- Superior relationship management and client retention experience
- Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At 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 plan
- Paid time for vacation, volunteering, and 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
Wealth Advisor, Schwab Wealth Advisory
As a 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 i...
CFP Wealth Advisor - Wealth Advisory / Financial Planning Experience Required
Analog Capital Partners is seeking a remote CFP Wealth Advisor. The CFP Wealth Advisor will be responsible for developing and maintaining relationships with clients, understanding their needs, and providing customized investment advice. ...
Wealth Advisor, Schwab Wealth Advisory - Charles Schwab
As a 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 i...
Wealth Management Associate- Retirement Benefits Group - CA, Los Angeles (5094)
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN). Job Description - Wealth Management Associate - Retirement Benefits Group - CA, Los Angeles (5094) (2400002E). Equitable Advisors - Retirement Benefits Group Job Description....
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...
J.P. Morgan Wealth Management - Private Client Advisor - Glendale, 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...
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...
Financial Advisor
CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police Federal Credit Union in the greater Los Angeles, CA area. As a Financial Advisor your responsibilities include, but are not limited to, the...
Senior Wealth Advisor/Manager
We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing compr...
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...