Charles Schwab Inc.
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab Inc. is hiring a Wealth Advisor, Schwab Wealth Advisory in Campbell, CA, US. Posted September 25, 2026.
Job at a glance
- Company
- Charles Schwab Inc.
- Location
- Campbell, CA, US
- Workplace
- On-site
- Employment
- Full-time
- Posted
- September 25, 2026
- Apply by
- October 30, 2026
About the job
Your Opportunity
Schwab Private Client is 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. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
We place a premium on high performance, quality service and the ability to execute the SPCIA strategy. Essential skills include:
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Undergraduate degree required
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Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days)
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Three or more years advisory experience required
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Five or more years in the financial services industry working directly with clients highly preferred
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CFP or CFA preferred
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Superior relationship management and client retention experience
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Polished interpersonal, communication and presentation skills, attention to detail