Wealth Advisor, Schwab Wealth Advisory

Your opportunity

At Schwab, you're empowered to make an impact on your career.

Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee

based, non

discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a

you'll

manage ongoing client relationships, deliver holistic financial planning, and

provide

tailored investment guidance aligned to Schwab's approach to investing.

You'll

collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long

term goals.

This role is ideal for someone who thrives in a relationship

driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long

term retention, 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, and follow

  through while 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, and long

  term outcomes.

• Coachability:

  Actively

  seeks

  , receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.

• Self

  Awareness:

  Demonstrates

  awareness of strengths and limitations, communicates

  questions

  or concerns early, and escalates appropriately to serve clients well.

Additional Requirements

• 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

• Active FINRA Series 66 license (or equivalent)

• May be obtained within the first

  120 days

Preferred Qualifications

• CFP

  or CFA

In addition to the salary range, this role is also eligible for

bonus

or incentive opportunities.