Wealth Advisor, Schwab Wealth Advisory

Charles Schwab • Los Angeles, CA • 1d ago

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining 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. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity 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)

Active FINRA Series 66 license

(May be obtained within the first 120 days)

Three or more years 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

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

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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 plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

What's in it for you:

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 plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

Similar Jobs

Sr. Manufacturing Engineer

Teledyne • Hawthorne, CA • 6h ago

IT & Engineering

Be visionary Teledyne Technologies Incorporated provides enabling technologies for industrial growth markets that require advanced technology and high reliability. These markets include aerospace and defense, factory...

6h ago

Go to Apply

Manufacturing Technician SSP

Teledyne • El Segundo, CA • 6h ago

IT & Engineering

6h ago

Go to Apply

Production Manager - Beef/Poultry Manufacturing

Sysco • Vernon, CA • 6h ago

Management & Administrative

Company: US0310 Pallisades Ranch, Inc. Sales Territory: None Zip Code: 90058 Travel Percentage: 0 Compensation Range: $79,800.00 - $119,700.00 The compensation range provided is in compliance with st...

6h ago

Go to Apply

Quality Inspector - Aerospace/Manufacturing

Aerotek • Santa Fe Springs, CA • 6h ago

Retail & Hospitality

Job Title: Inspector Job Description We are seeking a detail-oriented Inspector to join our team. The successful candidate will ensure quality processes and procedures are followed, performing receiving, in-process,...

6h ago

Go to Apply

Construction Foreman - Framing & Drywall

Aerotek • Los Angeles, CA • 6h ago

Trucking & Construction

Job Summary: The Drywall Foreman will oversee and manage the drywall installation process on construction sites. This role involves supervising a team of drywall installers, ensuring that projects are completed on tim...

6h ago

Go to Apply

National Construction Professional Liability Consultant (AVP OR VP)

Zurich NA • Los Angeles, CA • 6h ago

Trucking & Construction

National Construction Professional Liability Consultant (AVP OR VP) 122955 Zurich North America is hiring a National Construction Professional Liability Consultant (AVP OR VP) to join our Specialties Construction te...

6h ago

Go to Apply

Medical Scribe

Providence • Santa Monica, CA • 9h ago

Hospital & Medical

Description The Medical Scribe transcribes and documents all aspects of clinical visits, as dictated by provider in real time, as well as track labs and enter results from any ordered tests. Dictation occurs in an exa...

9h ago

Go to Apply

Accounts Receivable Specialist

Aston Carter • Gardena, CA • 9h ago

Finance & Accounting

Job Title: Accounts Receivable SpecialistJob Description We are seeking a dedicated Accounts Receivable Specialist to join our dynamic team. This role requires a detail-oriented professional to manage and process vari...

9h ago

Go to Apply

Manager, Accounting

NBC Universal • Universal City, CA • 9h ago

Finance & Accounting

NBCUniversal is one of the world's leading media and entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our the...

9h ago

Go to Apply

Registered Nurse RN

Wellpath • Los Angeles, CA • 9h ago

Hospital & Medical

You Matter It's more than a career. It's a calling. Everything we do is about taking care of people. Taking Care of Our Patients. Taking Care of Our People. Taking Care of Our Partners. Perks and Benefits...

9h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.