Wealth Advisor, Schwab Wealth Advisory

The Wealth Advisor role within Schwab Wealth Advisory at Charles Schwab, based in Radnor, PA with a hybrid work arrangement, focuses on fiduciary investment guidance and ongoing client service across a broad range of products. The position emphasizes client relationship management, collaboration within a team, and on-site coordination to support a superior client experience. Salary range: USD 110,000 to 154,000 per year; a bachelor’s degree is required.

Responsibilities

• Deliver a personalized relationship, specialized service, and ongoing guidance grounded in Schwab’s fiduciary approach, working within a dedicated Schwab Wealth Advisory team to ensure an exceptional client experience.
• Leverage a broad spectrum of investment vehicles including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading to support clients with complex portfolios and goal attainment.
• Grow within an experienced, collaborative team and deepen relationships with a range of partners, including leading industry advisors.

Requirements

• Bachelor’s degree
• Active FINRA Series 7 license; for certified and current CFP or CFA designation holders, the license may be obtained with a 120-day condition of employment, verified before hire
• Active FINRA Series 66 license; may be obtained within the first 120 days
• Three or more years of 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

Benefits

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation and volunteering, plus a 28-day sabbatical after every five years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

What You Have

• Bachelor’s degree
• Active FINRA Series 7 license; may be obtained with a 120-day condition of employment for certified and current CFP or CFA designation holders, verified before hire
• Active FINRA Series 66 license; may be obtained within the first 120 days
• Three or more years of 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
• CFP or CFA designation
• Superior relationship management and client retention experience
• Polished interpersonal, communication, and presentation skills with strong attention to detail

What’s In It For You

At Schwab, you are empowered to shape your future through meaningful work, ongoing learning, and a culture based on trust and collaboration. The Hybrid Work and Flexibility approach balances a commitment to client service with the value of in-person collaboration.

Our benefits package is designed to support both today and tomorrow, including:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance