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
$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...SuggestedFull timeWork at office
- ...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...Suggested
- ...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$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...Full timePart timeWork at officeLocal areaShift workDay shift- ...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
$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- ...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
$90k - $110k
...Description The Company Brown|Miller Wealth Management, a fee-only, independent, privately-owned Registered Investment Advisory firm based in the Washington, DC area, is... ...seeking an experienced Associate Financial Advisor (AFA) to join their rapidly growing boutique...Remote workWork from home$151.9k - $173.4k
...Overview Manager, Consumer Advisory Risk | Retail Bank Capital One, a Fortune 500 company and one of the nation’s top 10 banks,... ...protection that allow our customers to bank with confidence. Risk advisors work through unstructured problems and manage change while...Permanent employmentFull timePart timeWork at officeLocal area- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors... ...plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$88k - $150k
...Job Description Job Description Parcion Private Wealth is a nationally recognized multi-family office dedicated to partnering... ...term perspective. We are seeking an experienced Family Advisor to join our advisory team and work closely with ultra-high net worth business...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Your Opportunity At Schwab, you'll make an impact on your career while helping clients... ...Schwab Training and Development Start with Wealth Management Universitya four-week, live... ...or a similar client-facing, sales, or advisory environment preferred The skills you bring...Flexible hours
$124k
...be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions....Contract workWork at officeRemote work1 day per week- ...Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification •...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education...Work at officeShift workWeekend workDay shift
- ...Truist is seeking a Premier Banking advisor to manage a portfolio of mass affluent clients, delivering comprehensive advice and a broad spectrum of retail and advisory services. You will leverage the Truist network to grow relationships and provide integrated solutions...
$95k - $110k
...Job Description Job Description Finance & Accounting Advisory – Consultant Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information...Work at officeRemote work- 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...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
$85k - $95k
...Description Job Description Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time... ...future partnership within a successful private wealth practice? Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an...Full timePrivate practiceWork at officeMonday to FridayWeekend workAfternoon shift$65k - $80k
Associate Financial Advisor (AFA) Soundview Financial Group A Private Wealth Advisory Practice of Ameriprise Financial Edmonds and/or Wenatchee, Washington Are you a relationship-driven financial professional seeking a long-term advisory opportunity within a collaborative...Full timePrivate practiceWork at officeMonday to Friday$100k - $125k
...Description The Opportunity Allegiance Wealth Management is seeking a relationship-oriented Associate Financial Advisor to serve existing and new clients within a collaborative... ...planning, investment concepts, and regulated advisory practices. · Ability to lead...Private practiceWork at office- Job Title We are currently seeking ato support our growing team. Job Description Supporting program schedule development. Supporting the development of business cases and resulting system enhancements Developing and maintaining system documentation and training...
$23 - $25.96 per hour
...Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral...Hourly payFlexible hoursShift workWeekend workDay shift
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