Wealth Management Professional

1 week ago


Costa Mesa, California, United States Charles Schwab Full time
Unlock Your Potential as a Wealth Advisor

At Charles 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.

About the Role

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you'll join 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'll 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.

Key Responsibilities
  • Develop and implement personalized investment strategies for clients
  • Provide ongoing advice and guidance to help clients achieve their financial goals
  • Collaborate with the Schwab Wealth Advisory team to deliver exceptional client service
  • Stay up-to-date on industry trends and best practices to provide expert advice to clients
What We Offer

At Schwab, we're committed to providing a competitive benefits package 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

We're looking for a talented and motivated individual to join our team as a Wealth Advisor. If you're passionate about helping clients achieve their financial goals and want to be part of a dynamic and supportive team, we encourage you to apply.



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