At Schwab, you're empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.
Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach to investing. You'll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals.
This role is ideal for someone who thrives in a relationship-driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long-term retention, and advisory excellence.
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.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Job Posting Wealth Advisor, Schwab Wealth Advisory • Walnut Creek, CA, United States
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