Wealth Advisor, Schwab Wealth Advisory
Company: Charles Schwab
Location: Pasadena
Posted on: March 17, 2026
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Job Description:
Position Type: Regular Your opportunity 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. 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 have 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. 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. 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
Keywords: Charles Schwab, Orange , Wealth Advisor, Schwab Wealth Advisory, Accounting, Auditing , Pasadena, California
