10 Wealth Advisor Schwab Wealth Advisory jobs in Wolf Trap

Job Overview

This job posting is anticipated to remain open for 30 days, from 27-Oct-2025. The posting may close early due to the volume of applicants.

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.

Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.

We'll give you the support you need. Our team will be there every step of the way, providing:

• Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program.
• Salary for the first five years as you begin to build your practice
• A firm-provided branch office in the community
• Branch office support to help lighten the load so you can focus on your clients
• A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
• A compensation package that includes opportunities for commissions, profit sharing and incentive travel
• The flexibility that you need to balance your personal and professional lives - the best of both worlds
• A culture of continuous improvement and professional development

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Job Description

Financial Representative

Financial Representatives at Northwestern Mutual Reston help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

As a Northwestern Mutual Financial Representative:

1. Build—Work to build a client base by growing relationships with your network and develop knowledge of financial products and services, along with market trends.

2. Educate— Continue education beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

3. Influence— Collaborate with clients for opportunities to protect and prosper; you will drive clients to action through expert influence and recommendations.

4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation & Benefits

·Commission structure to support early development

· Renewable income

· Bonus programs and expense allowances

· Support for insurance licensing, SIE, Series 6, Series 63 and additional designations

· Retirement Package and Pension Plan

· Medical, Dental, Vision, Life Insurance and Disability Income Insurance

· Family Planning

You could be right for this opportunity if you have:

· 4-year degree; or equivalent professional work experience

· Entrepreneurial ambitions

· History of success in sales, athletics, military, client services, or client-facing roles

· Excellent time-management skills

· Desire for continuous learning

· Legal authorization to work in the US without sponsorship

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

· #90, Fortune 100 company (2021)

· Forbes' Best Employers for Diversity )

· Top 10 US Independent Broker-Dealers1

· #1 Amongst Life Insurers Most Admired Companies for Financial Soundness

· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index )

· $224 billion3 (retail investment client assets held or managed)

1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

3 Combined client assets of NMIS and NMWMC as of June 30, 2021

Job Description

Job description

Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.

Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.

Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.

The advisor career with Northwestern Mutual allows one the opportunity to:

• Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
• Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
• Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

Desired Skills and Experience:

BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided.

While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:

• Uncapped Income Potential
• Flexibility of your schedule – you determine your own calendar
• Leadership Opportunities
• Sponsorship of Licensing/Credentialing
• Robust development bonuses to aid as you launch your business
• Comprehensive Medical, Dental and Vision Coverage
• Retirement Package; Pension Plan

ABOUT NORTHWESTERN MUTUAL:

Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

Recent Awards and Accolades:

• FORTUNE® 500 Rank: No. 90
• One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2022)
• Best Places to Work #82 (Glassdoor, 2021)
• Highest Rated CEO's (Glassdoor, 2017)
• 50 Best Companies for Diversity (Black Enterprise Magazine, 2016)
• 50 Best Companies to Sell For (Selling Power Magazine, 2016)
• Top 125 Training Program (Training Magazine, 2017)
• Unsurpassed Financial Strength Rating among US Life Insurance Companies
• TOP 10 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)
• With $290 billion in assets, $8.2 billion in revenues, and more than 1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than 161 billion of client assets as a part of its wealth management and investment services.

Job Type: Full-time

First Year Average Income: 70,000.00 - 100,000.00 per year

Job Type: Full-time

Pay: 70,000.00 - 100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings

Job Description

Job description

Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.

Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.

Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.

The advisor career with Northwestern Mutual allows one the opportunity to:

• Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.

• Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!

• Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

Desired Skills and Experience:

BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided.

While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:

• Uncapped Income Potential

• Flexibility of your schedule – you determine your own calendar

• Leadership Opportunities

• Sponsorship of Licensing/Credentialing

• Robust development bonuses to aid as you launch your business

• Comprehensive Medical, Dental and Vision Coverage

• Retirement Package; Pension Plan

ABOUT NORTHWESTERN MUTUAL:

Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

Recent Awards and Accolades:

• FORTUNE® 500 Rank: No. 90

• One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2022)

• Best Places to Work #82 (Glassdoor, 2021)

• Highest Rated CEO's (Glassdoor, 2017)

• 50 Best Companies for Diversity (Black Enterprise Magazine, 2016)

• 50 Best Companies to Sell For (Selling Power Magazine, 2016)

• Top 125 Training Program (Training Magazine, 2017)

• Unsurpassed Financial Strength Rating among US Life Insurance Companies

• TOP 10 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)

• With $290 billion in assets, $8.2 billion in revenues, and more than 1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than 161 billion of client assets as a part of its wealth management and investment services.

Job Type: Full-time

First Year Average Income: 70,000.00 - 100,000.00 per year

Job Type: Full-time

Pay: 70,000.00 - 100,000.00 per year

Benefits:

• 401(k)

• Dental insurance

• Flexible schedule

• Health insurance

• Health savings

Job Description

Job description

Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.

Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.

Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.

The advisor career with Northwestern Mutual allows one the opportunity to:

• Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
• Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
• Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

Desired Skills and Experience:

BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided.

While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:

• Uncapped Income Potential
• Flexibility of your schedule – you determine your own calendar
• Leadership Opportunities
• Sponsorship of Licensing/Credentialing
• Robust development bonuses to aid as you launch your business
• Comprehensive Medical, Dental and Vision Coverage
• Retirement Package; Pension Plan

ABOUT NORTHWESTERN MUTUAL:

Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

Recent Awards and Accolades:

• FORTUNE® 500 Rank: No. 90
• One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2022)
• Best Places to Work #82 (Glassdoor, 2021)
• Highest Rated CEO's (Glassdoor, 2017)
• 50 Best Companies for Diversity (Black Enterprise Magazine, 2016)
• 50 Best Companies to Sell For (Selling Power Magazine, 2016)
• Top 125 Training Program (Training Magazine, 2017)
• Unsurpassed Financial Strength Rating among US Life Insurance Companies
• TOP 10 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)
• With $290 billion in assets, $8.2 billion in revenues, and more than 1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than 161 billion of client assets as a part of its wealth management and investment services.

Job Type: Full-time

First Year Average Income: 70,000.00 - 100,000.00 per year

Job Type: Full-time

Pay: 70,000.00 - 100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings

Job Description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

• 909 Rose Avenue, Suite 650, North Bethesda, MD 20852
• 1919 Gallows Road, Suite 100 | Vienna, VA, 22182

• Commitment to Success: Our structured training program ensures that you gain the knowledge and skills necessary to excel in the financial services industry.
• Unmatched Support: With mentorship from experienced professionals, you'll receive guidance every step of the way.
• Personal and Professional Growth: We focus on developing your career with continuous learning and advancement opportunities, allowing you to build a lasting, successful practice.
• Making an Impact: Help clients achieve their financial goals while securing a better future for themselves and their families.

• Open Architecture System: We offer a fiduciary approach with no proprietary product requirements, giving you the autonomy to choose the best solutions for your clients.
• Growth Opportunities: Whether you choose to buy a book of business or build your own practice, we offer rare opportunities for long-term career success.
• FREE Leads: Gain access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you.
• Advanced Technology: Benefit from cutting-edge tools and software designed to streamline your business operations and deliver an exceptional client experience.

• Passionate about golf, pickleball, baseball, reading books, and traveling.

• Passionate about spending time with her blue Sharpei and staying active. She enjoys playing soccer, hockey, doing pilates, and dancing ballet.

• Passionate about traveling, spending time with family, college football, trying new restaurants, and charity work.

• Youre passionate about making a difference in people's lives and dedicated to helping clients meet their financial goals.
• You possess an entrepreneurial mindset and are eager to learn.
• No prior financial licenses? No problem! Well help you obtain the necessary certifications to succeed in this role.
• Youre ready to take ownership of your career, learn new skills, and build a meaningful practice.

• No prior financial licenses requiredtraining and support provided.
• A strong desire to help others and build relationships.
• Excellent communication skills and the ability to work well in a team environment.
• An entrepreneurial spirit with the drive to achieve success.

• Competitive compensation with potential for performance-based bonuses.
• 401(k) with matching contributions.
• Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals.
• Medical, dental, and vision benefits, along with healthcare reimbursement accounts.
• Life insurance, accident insurance, and disability income coverage.
• Mutual fund investment plans and business development programs.

Flexible work from home options available.

Job Description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

• Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
• Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether its helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
• Unlimited Growth Potential: As healthcare professionals understand the complexities of lifes important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
• A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.

• Time with NM: 5 years
• Prior Experience: Graduate of the University of Oklahoma; joined NM after completing grad school.
• Passionate About: A big soccer fan and former collegiate player at Longwood University, Sep also enjoys playing golf and tennis, trying new restaurants, and spending time with his shepherd/husky mix, Chano.

• Time with NM: 16 years
• Prior Experience: Former Wall Street professional who transitioned to NM after the 2008 crash to build a more stable and self-directed career.
• Passionate About: A dual-sport athlete in college (basketball and baseball), Aubrey is also an avid golfer. He enjoys spending time with his wife, Nicole, and their three children.

• Time with NM: 15 years
• Prior Experience: Worked in private equity in Atlanta, GA prior to joining NM.
• Passionate About: A golf enthusiast and dedicated sneaker collector (especially Jordans and golf shoes), Bryce enjoys family life with his wife and their three children.

• Time with NM: 11 years
• Prior Experience: Former Director at Blackboard in the education sector.
• Passionate About: A proud UVA alum and UVA sports fan, Jason co-founded Five Pillars Wealth with Sep Harandi. He and his wife have three children, and their oldest is heading to the University of Tennessee. Jason and Amanda have long been active supporters of the Leukemia & Lymphoma Society (LLS).

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

• Education: A bachelor's degree is highly preferred, but not required.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

Flexible work from home options available.

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 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-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 their more complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You’ll also have the opportunity to mentor junior SWA team members. 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.

Required Qualifications:

• CFP® designation or CFA® designation
• Bachelor’s degree
• Active and valid FINRA Series 7 license
• May be obtained with a 120-day condition of employment
• Active and valid FINRA Series 66 license required
• May be obtained with a 120-day condition of employment
• Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.

Preferred Qualifications:

• Five or more years working directly with clients in the financial services industry highly preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

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

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 the selected candidate for this role to work on site in the specified locations.

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.

Required 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.

What’s in it for you

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