Wealth Advisor

2 weeks ago

Lone Tree, United States Charles Schwab Full time
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.

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

Required Skills:
Undergraduate degree required Active FINRA Series 7 license required Active FINRA Series 66 license (or may be obtained within the first 120 days) Three or more years advisory experience Five or more years in the financial services industry working directly with clients
Preferred Skills:
CFP or CFA preferred 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

  • Sr. Manager, Wealth Advisor

    3 weeks ago

    Lone Tree, United States Charles Schwab Full time

    Position Type: Your opportunityAt 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 Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Sr. Manager, Wealth Advisor

    2 weeks ago

    Lone Tree, United States Charles Schwab Full time

    Your opportunityAt 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 Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment...

  • Sr. Manager, Wealth Advisor

    4 days ago

    Lone Tree, United States Charles Schwab Full time

    Position Type: 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 Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Sr. Manager, Wealth Advisor

    2 weeks ago

    LONE TREE, CO, United States The Charles Schwab Corporation Full time

    Your OpportunityAt 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 Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment...

  • Director, Tax Planning Specialist

    1 week ago

    Lone Tree, United States Charles Schwab Full time

    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. Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The team is responsible for...

  • Director, Tax Planning Specialist

    2 weeks ago

    LONE TREE, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt 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. Schwab’s Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management services. The...

  • Director, Tax, Trust

    1 month ago

    Lone Tree, United States CFA Institute Full time

    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. Our Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This...

  • Alternative Investment Specialist

    1 month ago

    Lone Tree, United States Golden Roed Industries Full time

    Job DescriptionJob DescriptionABOUT THE COMPANYAt WD Wealth Strategies, we specialize in developing proprietary financial strategies for the accumulation and preservation of our client’s wealth through a multitude of strategies. Our founder, Will Duffy, began his journey over a decade ago when he set out to find one answer: How Money Really Works™. In...

  • Senior Manager, Product Management/Marketing

    1 month ago

    Lone Tree, United States Charles Schwab Full time

    Your Opportunity The Retail Digital Activation team is a critical part of our Retail Sales Transformation (RST) group and sits within Schwab’s Retail business to support our client-facing sales professionals and drive scale into their daily experience. Our strategic and operational support help identify new clients and deepen existing client relationships...

  • Senior Client Service Manager

    7 days ago

    Lone Tree, United States Bank of America Full time

    Description : This job is responsible for managing the overall relationship with Institutional Retirement clients by implementing and administering retirement plans and changes. Key responsibilities include serving as a strategic leader and overseeing the satisfaction, retention, and profitability of products to ultimately deliver exceptional client...