Wealth Advisor, Schwab Wealth Advisory

Your opportunity

At Schwab, you have the chance to make a meaningful impact on clients and the finance industry by embracing innovative thinking and proactive problem solving. As a Wealth Advisor within Schwab Wealth Advisory, you join a premier, fee-based, non-discretionary investment advisory solution that centers on a personal relationship, tailored service, and ongoing guidance grounded in Schwab’s investment approach. You will operate as a fiduciary on a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s approach enables you to leverage a broad range of products including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading to help clients manage complex portfolios and reach their goals. You’ll collaborate with an experienced, collaborative team and strengthen relationships with key partners, including leading industry advisors. If you’re looking to grow your wealth management expertise within a firm that challenges you to broaden your skills while helping clients, this could be the opportunity for you. We expect the selected candidate to work on site in the specified locations.

Position Type: Regular

Location: Atlanta, GA 30361

What you have

• 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 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

Preferred Qualifications

• CFP or CFA designation
• Superior relationship management and client retention experience
• Polished interpersonal, communication and presentation skills, with 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 supports you in shaping your future through meaningful work, ongoing learning, and a culture built on trust and collaboration, enabling you to develop the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances continued client service with the value of in-person collaboration on a regular basis.

We offer a competitive benefits package that addresses today’s needs and tomorrow’s security, including:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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