Wealth Advisor, Schwab Wealth Advisory

Position Type

Regular

Location

San Francisco, CA 94102

Your opportunity

Schwab invites you to make a meaningful impact on your career. The environment blends innovative thinking with practical problem solving as we aim to challenge the status quo and move the financial industry forward together. We value in-person collaboration and expect the selected candidate to work onsite at the specified location.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee-based, non-discretionary investment advisory service that emphasizes a personal relationship, specialized service, and ongoing guidance aligned with Schwab’s approach to investing. In this fiduciary role within a dedicated SWA team, you will directly influence client outcomes and deliver an exceptional client experience. SWA’s advisory philosophy enables you to utilize a broad spectrum of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading, equipping you to manage complex portfolios and help clients reach their objectives. You will grow within an experienced, collaborative team and deepen relationships with various partners, including leading advisors. If you are looking to develop your wealth management expertise within a role that supports client outcomes while aligning with what you love to do, this opportunity may be a strong fit.

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 CFAS
• 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 are empowered to shape your career trajectory. We support your growth through meaningful work, ongoing learning, and a culture of trust and collaboration, helping you build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances the commitment to workplace flexibility, client service, and the value of being together in person on a regular basis.

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and a 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