Wealth Advisor - Schwab Wealth Advisory

Overview

Wealth Advisor – Schwab Wealth Advisory, TieTalent

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you provide clients with a personal relationship, specialized service, and ongoing fiduciary investment guidance. You will work as part of a dedicated SWA team to deliver an exceptional client experience, using Schwab’s approach to investing across a broad range of products to help clients manage complex portfolios and achieve their goals.

Note: Schwab values in-office collaboration and the selected candidate is expected to work on site in the specified locations.

Responsibilities

• Deliver fiduciary, non-discretionary investment advice through SWA’s framework.
• Develop and manage client relationships, offering ongoing guidance and tailored financial plans.
• Utilize a wide range of products (stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading) to address client goals.
• Collaborate with team members and partners to deepen client relationships and enhance service quality.

Required Qualifications

• Bachelor’s degree
• Active FINRA Series 7 license
• Active FINRA Series 66 license
• Three or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
• Five or more years in the financial services industry working directly with clients
• (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

• CFP or CFA
• 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

Schwab is committed to empowering employees’ personal and professional success through a purpose-driven, supportive culture and development opportunities. The Hybrid Work and Flexibility approach balances client service with in-person collaboration. A comprehensive benefits package is provided.

Benefits

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and a sabbatical program after extended service
• Paid parental leave and family-building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Job details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Technology, Information and Internet

San Francisco, CA – Apply to be notified about related Wealth Management Advisor roles in the area.