Wealth Advisor, Schwab Wealth Advisory - Irvine
1 day ago
Job description
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 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 haveRequired Qualifications
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.
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.
At Schwab, you're empowered to shape your future.
We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
Our Hybrid Work and Flexibility 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 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
Similar jobs
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution. You will have a direct impact on the lives of clients working as a fiduciary within a dedicated Schwab Wealth Advisory team to delive ...
3 weeks ago
Cla is currently seeking a regional wealth director to join our west region in our wealth advisory practice. · ...
1 week ago
Managing Wealth Advisory Director: Strategy and Operations
Only for registered members
CLA is seeking a Managing Wealth Advisory Director to shape the future of wealth at CLA. · This role oversees our Wealth Advisory operational infrastructure ensuring scalability efficiency in client service driving organizational growth operational discipline alignment with fiduc ...
1 week ago
Managing Wealth Advisory Director: Strategy and Operations
Only for registered members
The next era of wealth at CLA is being built right now—and this role is at the center of it. · We are seeking a Managing Wealth Advisory Director: Strategy and Operations. · This role will oversee our Wealth Advisory operational infrastructure, · ensuring scalability, efficiency, ...
1 week ago
Asset & Wealth Management, Ayco, Workplace Advisory Solutions Regional Business Development, Analyst - Newport Beach, CA
Only for registered members
Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Goldman Sachs Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their empl ...
1 month ago
Asset & Wealth Management, Ayco, Workplace Advisory Solutions Regional Business Development, Analyst - Newport Beach, CA
Only for registered members
Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce. · ...
1 month ago
Asset & Wealth Management, Ayco, Workplace Advisory Solutions Regional Business Development, Analyst - Newport Beach, CA
Only for registered members
Description · OUR IMPACT · Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Goldman Sachs Ayco and the comprehensive resources of Goldman Sachs to meet the e ...
2 days ago
Asset & Wealth Management, Ayco, Workplace Advisory Solutions Regional Business Development, Analyst - Newport Beach, CA
Only for registered members
Goldman Sachs Ayco partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce. · ...
1 month ago
This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. · ...
1 week ago
Your opportunity to deliver comprehensive financial plans for complex client situations. · ...
4 weeks ago
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 Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-disc ...
3 weeks ago
As a Tax Trust and Estate specialist at Schwab you will provide detailed sophisticated advice to entrepreneurs and high net worth individuals with complex financial affairs substantial business interests large family estates and investment portfolios requiring careful attention. ...
2 weeks ago
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 t ...
2 weeks ago
The Wealth Planner is responsible for supporting comprehensive financial planning and advisory services to high-net-worth and affluent clients. · Bachelor's Degree in Finance, Economics, Business Administration, or a related field required. · CFP (Certified Financial Planner) des ...
2 weeks ago
National Wealth Management firm seeking experienced Financial Advisors and Managing Partners to create and grow client relationships using comprehensive financial planning and sound asset management techniques. · Systematic, Proven Processes to acquire and keep higher net-worth c ...
1 week ago
SageMint Wealth seeks a highly organized detail-oriented self-motivated individual to join their team as a Client Service Associate supporting wealth advisors. · ...
1 month ago
This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. They provide high-quality support to clients while collaborating with Wealth Advisors. · CLA is dedicated to building a culture that invites different beliefs ...
1 week ago
Cla is currently seeking a Regional Director to join our West Region in our Wealth Advisory Practice. · ...
5 days ago
This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. They provide high-quality support to clients while collaborating with Wealth Advisors. · 3+ years of experience in investment industry preferredBachelor's deg ...
1 week ago
The Wealth and Estate Planning Strategist provides subject matter expertise to the Advisory team. · ...
4 weeks ago