Wealth Management Advisor

Your Opportunity

Join us at Schwab where you can make a real impact on your career and the finance industry. Experience a culture of innovative thinking and creative problem solving as we challenge the status quo together.

As a Wealth Management Advisor within Schwab Wealth Advisory (SWA), you will provide clients with a dedicated, personal relationship and specialized investment advisory services. By becoming part of a premier fee-based and non-discretionary investment solution, you'll deliver exceptional client experiences as a fiduciary in a collaborative, experienced team environment.

In this role, you will have access to a broad array of investment products including stocks, bonds, ETFs, mutual funds, and more. This opportunity is designed to help you manage complex portfolios and actively guide clients toward achieving their financial goals.

If you are passionate about helping clients and want to advance your wealth management expertise, this might be the perfect fit for you.

What You Have

Required Qualifications :

• Bachelor's degree
• Active FINRA Series 7 license

(May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)

(May be obtained within the first 120 days)

Preferred Qualifications :

Compensation and Benefits :

In addition to the salary range, this position is eligible for bonus and incentive opportunities. At Schwab, we empower you to shape your future through continuous learning, meaningful work, and a culture rooted in collaboration and trust. Our hybrid work model balances workplace flexibility with the importance of in-person collaboration.

We offer a competitive benefits package that supports your overall well-being, including :