Wealth Advisor, Wealth Advisory
Company: Charles Schwab
Location: Charlotte
Posted on: February 26, 2026
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Job Description:
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. 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 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
Keywords: Charles Schwab, High Point , Wealth Advisor, Wealth Advisory, Accounting, Auditing , Charlotte, North Carolina
