Wealth Advisor, Schwab Wealth Advisory

Position Type: RegularInterested in this role You can find all the relevant information in the description below.Your opportunitySchwab Private Client is 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. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc.  ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc. To read more about our client offerings visit: Charles Schwab - Investor ServicesWhat you haveWe place a premium on high performance, quality service and the ability to execute the SPCIA strategy. Essential skills include:Undergraduate degree requiredActive FINRA Series 7 and 66 required (or may be obtained within the first 90 days)Three or more years advisory experience requiredFive or more years in the financial services industry working directly with clients highly preferredCFP or CFA preferredSuperior relationship management and client retention experiencePolished interpersonal, communication and presentation skills, attention to detailWhat's in it for youAt Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration"”so you can build the skills to make a lasting impact. xijylhu 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

Created: 2025-12-10