Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Position Type: Regular 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. 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. 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 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 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 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 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 #J-18808-Ljbffr
- Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative... ...role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-...SuggestedWork at office
$240k - $270k
...following job description:Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening... ...sound personal financial planning and financial advisory concepts to provide an integrated delivery of a...SuggestedFull timePart timeWork at officeLocal areaShift workDay shift$60k - $75k
...Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement... ...ownership of an established book of advisory relationships. This is not a cold-... ...from a firm such as Fidelity, Schwab, E*TRADE, Vanguard, a wirehouse, broker...SuggestedInternshipWork at officeLocal areaRemote work$120k - $200k
...growing national registered investment advisory firm (RIA) based in Chicago. We are committed... ...100 Independent Registered Investment Advisors globally. Our values—Accountability,... ...individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer...SuggestedTemporary workWork experience placementLocal areaFlexible hours- ...complex tax, legal, and investment landscapes. As a Junior Financial Advisor, you are at the beginning of a rigorous, highly rewarding... ...critical analytical and structural support that empowers our Senior Wealth Advisors to deliver unparalleled holistic stewardship to our...Suggested
- .... Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously... ...of the position We are seeking a Wealth Advisor with 5+ years of client facing... ...software. Familiarity with the Fidelity and Schwab investment platforms. Competencies...Full timeWork at office
- Simplex is seeking an Associate Wealth Advisor in a hybrid Bethesda/Fairfax area setting. You will support senior advisors, manage existing client relationships, and gradually take ownership of advisory relationships for high-net-worth households. The role emphasizes exceptional...
- J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families. You will build trusted relationships, deliver tailored investment solutions...
- Bank of America is seeking candidates for the Merrill Advisor Development Program, aimed at training individuals to become Financial Advisors... .... The program emphasizes relationship-building, comprehensive wealth-management guidance, and collaboration with Bank of America and...Work at office
- Bank of America, through Merrill Wealth Management, seeks candidates for the Advisor Development Program to train as Financial Advisors in the Virginia area... ...consistent performance goals, and a path to a client-facing advisory role offering end-to-end financial planning and...Work at office
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice... ..., and deepen client relationships using a holistic, advisory approach. The role emphasizes understanding financial markets...
- ...Acorn Financial Services manages over $1.4B in assets by acting as a single, proactive fiduciary team. Your mission as a Principal Wealth Advisor is to act as the overarching financial quarterback for multi-generational families and business owners. You will fuse...
- ...financial transitions, equity compensation events, and long-term legacy goals. As a Mid-Level Financial Advisor, you are the operational and relational engine of our wealth management practice. Your mission is to proactively manage the client experience, deliver integrated...
- ...Job Description Job Description Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting... ...States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business...For contractorsWork at office
$150k - $200k
...Job Description Job Description Senior Wealth Advisor Asset One Wealth Management | Bellevue, Washington Asset One Wealth... ...experience in wealth management, financial planning, or a related advisory role, with meaningful experience meeting directly with...Work at office- ...Associate Vice President, Lead Wealth Advisor About the Company Highly respected financial services organization delivering wealth management, retirement, and business advisory solutions. Industry Financial Services Type Privately Held About the Role...Work at office
- Wealth Financial Advisor / Planner (CFP® Required) Alexandria, VA A fast growing advisory team is seeking an experienced CFP® to take ownership of a high net worth client book and deliver truly comprehensive planning. This role is ideal for an advisor who loves client relationships...Work at officeImmediate start
- WHO are we looking for? CAPTRUST is seeking a CFP Wealth Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations. Once the prospect decides to engage our firm, the relationship...
$80k - $95k
...Overview Wealth Advisor — Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards...Work experience placementWork at office- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and personalized investment solutions to individuals and families. You will help clients grow and protect wealth using a broad investment platform...
- PNC Wealth Management seeks a Financial Advisor to manage an assigned book of business from a PNC branch in Alexandria, IN. You will develop investment and insurance strategies, deliver personalized financial plans, and expand client relationships while coordinating with...Work at office
- CAPTRUST in Alexandria, VA is seeking a CFP Wealth Advisor to meet with qualified prospects, assess goals, build a financial plan, and present initial recommendations. After engagement, the relationship moves to a Wealth Manager, with opportunities to speak at events for...
- PNC Wealth Management seeks a Financial Advisor in Bethesda, MD to manage an assigned book of business, deliver comprehensive investment and insurance planning, and provide exceptional client service within a collaborative branch network. You will work with clients to build...
- CAPTRUST is seeking a Wealth Financial Advisor Relationship Manager to serve as the primary contact for clients in the Alexandria, VA area. You will lead client review meetings, present financial plans, and clearly communicate CAPTRUST's investment philosophy. The role...
- ...the power to make a difference. Join us! This job is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial...Work experience placementLocal areaWork from homeShift workDay shift
- The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers... .... At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...Local area
- The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers... .... At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...H1bLocal area
- The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers... .... At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...H1bLocal area
$66.56k - $99.32k
...details for this role. Line Of Business TD Wealth Job Description This role works with TD... ...clients by addressing their wealth management advisory needs. Meets with prospects and clients... ...and a lasting role as the client’s advisor. As a fiduciary, this role will put the client...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- FNB Corporation in Bethesda, MD is seeking an Financial Advisor to support the bank’s wealth management goals. You will manage relationships with existing clients, pursue new business opportunities, and coordinate across Banking, Trust and Lending teams. The role requires...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor, Schwab Wealth Advisory. Be the first to apply!
- finance associate Falls Church, VA
- financial counselor Falls Church, VA
- associate corporate finance Falls Church, VA
- financial consultant Falls Church, VA
- estate planning consultant Falls Church, VA
- financial planning assistant Falls Church, VA
- financial planner Falls Church, VA
- financial advisor associate Falls Church, VA
- financial associate Falls Church, VA
- financial advisor Falls Church, VA


