Wealth Advisor, Schwab Wealth Advisory

Charles Schwab • Tysons Corner, VA • 2h 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.

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:

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, 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. 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:

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

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

Abstractor, HEDIS /Quality Improvement (Remote)

Molina Healthcare • Ohio, Ohio • 1h ago

Job Description Job Summary Molina's Quality Improvement Abstraction team functions to conduct data collection and abstraction of medical records for HEDIS projects, HEDIS like projects and supplemental data collection....

1h ago

Go to Apply

Abstractor, HEDIS /Quality Improvement (Remote)

Molina Healthcare • Michigan, Michigan • 1h ago

1h ago

Go to Apply

Developmental Disabilities Supervisor

Lane County • Oregon, Oregon • 2h ago

Developmental Disabilities Supervisor Print ( https://www.governmentjobs.com/careers/lanecountyor/jobs/newprint/5203206 ) Apply ? Developmental Disabilities Supervisor Salary $92,809.60 - $126,984.00 Annually Location De...

2h ago

Go to Apply

Public Affairs Specialist

Office of the Secretary of Defense • Virginia, Virginia • 7h ago

Summary This position is located in the Office of the Assistant to the Secretary of War for Public Affairs (OATSW(PA)). The Assistant to the Secretary of War for Public Affairs (ATSW(PA)) is the principal staff assistant...

7h ago

Go to Apply

Senior IT Management Consultant

Tau Six • Virginia, Virginia • 8h ago

Management & Administrative

Tau Six, an agile small company delivering cutting edge cybersecurity and systems integration services to the US National Security market, has an immediate need for a Senior IT Management Consultant to provide support to...

8h ago

Go to Apply

Retail - FT Hourly Operations Manager-99

Michaels • Tennessee, Tennessee • 9h ago

Retail & Hospitality

Store - KNOX-TURKEY CREEK, TN Lead the operational processes to deliver sales and profits while protecting our assets. Provide a well merchandised and well in-stock store by leading and supporting inventory management pr...

9h ago

Go to Apply

Security Officer - Unarmed Bank Patrols PT

Allied Universal • Tysons Corner, VA • 11h ago

Finance, Accounting & Banking

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

11h ago

Go to Apply

Advanced Practice Nurse (Mental Health)

Veterans Affairs, Veterans Health Administration • Virginia, Virginia • 14h ago

Hospital & Medical

Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific eligibility requirements per VHA policy and submit your EDRP applica...

14h ago

Go to Apply

Analyst, Claims Research

Molina Healthcare • Michigan, Michigan • 15h ago

Finance, Accounting & Banking

JOB DESCRIPTION Job Summary Provides analyst support for claims research activities including reviewing and researching claims to ensure regulatory requirements are appropriately applied, identifying root-cause of proces...

15h ago

Go to Apply

Analyst, Claims Research

Molina Healthcare • Ohio, Ohio • 15h ago

Finance, Accounting & Banking

15h 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.