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Portfolio Advisor, Schwab Wealth Solutions

2 months ago

San Francisco, California, United States Charles Schwab Full time
Position Type: Regular
Your opportunity

At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and reshape the finance industry collaboratively.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, and non-discretionary investment advisory solution. This role focuses on providing clients with a personal relationship, specialized service, and continuous guidance rooted in Schwab's investment philosophy. You will directly influence the lives of clients, acting as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an outstanding client experience. SWA's advisory approach will empower you to utilize a broad range of products (including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading), equipping you for success in helping clients navigate complex portfolios and achieve their financial objectives. You will thrive within an experienced, collaborative team while strengthening relationships with various partners, including industry-leading advisors. If you seek to grow with a firm that challenges you to enhance your wealth management expertise while assisting clients in doing what you love, this opportunity may be ideal for you.

What you have

Required Qualifications:
  • Bachelor's degree
  • Active FINRA Series 7 license
  • Active FINRA Series 66 license (or obtainable within the first 120 days)
  • Three or more years of advisory experience
  • Five or more years in the financial services sector working directly with clients
Preferred Qualifications
  • CFP or CFA designation
  • Exceptional relationship management and client retention skills
  • Polished interpersonal, communication, and presentation abilities, with a keen 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 Charles Schwab, we are dedicated to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, along with a focus on your development, ensures you have the tools necessary to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of in-person collaboration.

We provide a competitive benefits package that supports your overall well-being - both now and in the future:
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 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