Charles Schwab

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab$100K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of client-facing experience in financial services
  • Bachelor's degree in Finance or related field
  • Active FINRA Series 7 and Series 66 licenses
  • Financial Planning skills with ability to align portfolios to client goals
  • Strong time management skills with ability to prioritize tasks effectively
  • Demonstrated coachability and willingness to improve through feedback
  • Self-awareness to identify strengths and limitations

Responsibilities

  • Manage ongoing client relationships and deliver holistic financial planning
  • Provide tailored investment guidance aligned with Schwab's investment approach
  • Listen actively and ask thoughtful questions to build trust with clients
  • Prioritize meetings and set clear expectations with clients and partners
  • Collaborate with the advisory team to support complex financial decisions
  • Communicate financial concepts in an understandable way for clients
  • Continuously improve advisory effectiveness through feedback

Benefits

  • In-office collaboration culture
  • Opportunities for bonuses or incentives
  • Professional development and feedback culture
  • Supportive advisory team environment
  • Focus on relationship-driven client success
Full Job Description
Your Opportunity

Schwab Wealth Advisory is afee-based,non-discretionaryinvestment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As aWealth Advisor,youllmanage ongoing client relationships, deliver holistic financial planning, andprovidetailored investment guidance aligned to Schwabs approach to investing.Youllcollaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused onlong-termgoals.

This role is ideal for someone who thrives in arelationship-drivenenvironment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence,long-termretention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

  • Client Experience:Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
  • Time Management:Ability to prioritize client meetings, planning work, andfollow-throughwhile clearly setting expectations, timelines, and next steps with clients and partners.
  • Financial Planning:Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, andlong-termoutcomes.
  • Coachability:Activelyseeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
  • Self-Awareness:Demonstratesawareness of strengths and limitations, communicatesquestionsor concerns early, and escalates appropriately to serve clients well.

Additional Requirements

  • Bachelors degree
  • Active FINRA Series 7 license
  • May be obtained with a 120-day condition of employment for certified and current CFPdesignation orCFAdesignation holders, verified beforehire.
  • Active FINRA Series 66 license (or equivalent)
  • May be obtained within the first120 days

Preferred Qualifications

  • CFPor CFA

In addition to the salary range, this role is also eligible forbonusor incentive opportunities.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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