Charles Schwab · 3 weeks ago
Wealth Advisor, Schwab Wealth Advisory
Phoenix, AZ
Full-time
Hybrid
Mid, Senior Level
5+ years expCharles Schwab is a leading financial services firm that empowers its employees to make an impact on their careers. The Wealth Advisor role within Schwab Wealth Advisory focuses on providing personalized investment advice and managing client portfolios, while fostering strong relationships within a collaborative team environment.
Financial Services
Responsibilities
Deliver an exceptional client experience as a fiduciary within a dedicated Schwab Wealth Advisory team
Help clients manage complex portfolios and achieve their goals using a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading)
Deepen relationships with various partners, including industry leading advisors
Qualification
Required
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
CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills, attention to detail
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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2025-09-28
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