Wealth Advisor, Schwab Wealth Advisory

The Wealth Advisor role, based onsite in Chicago, IL, is part of Charles Schwab's Schwab Wealth Advisory (SWA). This fiduciary, non-discretionary position delivers investment guidance to clients using a broad product set and a collaborative team approach, with compensation in the range of USD 110,000 to 154,000 per year.

Responsibilities

• Establish and maintain a personal client relationship, delivering specialized service and ongoing guidance aligned with Schwab's investing approach.
• Operate as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
• Utilize a wide array of investment vehicles, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading, to manage complex portfolios and help clients pursue their goals.
• Grow within an experienced, collaborative team and deepen relationships with various partners, including industry leading advisors.

Requirements

• Bachelor’s degree
• Active FINRA Series 7 license
• CFP or CFA designation; 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 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 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

Position Type

• Regular

Your Opportunity

Schwab supports you in making a meaningful impact on your career within an environment that blends innovative thinking with practical problem solving. The selected candidate is expected to work onsite in Chicago, IL. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you will join a premier, fee‑based, non‑discretionary investment advisory solution that emphasizes a personal relationship, specialized service, and ongoing guidance built on Schwab's investing approach. You will influence clients’ financial outcomes as a fiduciary within a dedicated SWA team to deliver an outstanding client experience. SWA's advisory philosophy enables you to employ a broad range of investment options to help clients reach their goals.