Top 12504 Wealth Advisor Jobs

Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Campbell, CA
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid parental leave
- Employee stock purchase plan
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Campbell, CA
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Lone Tree, CO
- $110,000 - $160,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Associate Wealth Advisor
EARNED —Remote
- $80,000 - $100,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Entry Level Financial Advisor
Hudnall Capital Advisors —Remote
- $75,000 a year
- Remote
- Analysis skills
- Math
- Communication skills
- Life insurance
Quick Apply
Investment Advisor – Client Acquisition (Remote)
Ridgewood Investments —Remote
- $60,000 - $120,000 a year
- Remote
- 5 years
- Senior level
- Communication skills
- Retirement plan
Quick Apply
Entry-Level Financial Professional & Team Leader
WealthBridge Financial Group —Remote
- $100,000 a year
- Part-time
- Remote
- Finance
- Communication skills
- Entry level
Quick Apply
Finance Advisor
KBA STAFFING —Remote
- $80 - $110 an hour
- Choose your own hours
- Remote
- Mid-level
- 3 years
- Financial services
Quick Apply
Associate Wealth Advisor
Northern Trust Corp. —Chicago, IL
- $99,600 - $169,200 a year
- Full-time
- Microsoft Outlook
- CPA
- Research
- Health insurance
- Dental insurance
Private Wealth Advisor
WealthBridge Financial Group —Indianapolis, IN
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Remote Wealth Strategist - Texas
Beacon Hill Financial Group —Remote
- $3,000 - $20,000 a month
- Choose your own hours
- Remote
- Background check
- Customer service
- Business development experience
- Professional development assistance
- Opportunities for advancement
Quick Apply
Financial Advisor - Abide Wealth Advisors
Thrivent —Sioux City, IA
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development experience
- Paid training
- AD&D insurance
Quick Apply
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Centralized Wealth Management Advisor
Citadel Federal Credit Union —West Chester, PA
- Mid-level
- Microsoft Office
- Analysis skills
Senior Accountant – Assurance Services
Burke CPAs & Advisors —Cincinnati, OH
- From $92,000 a year
- Full-time
- CPA
- Office
- GAAP
- Health savings account
- Paid holidays
Quick Apply
Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
- $45,000 - $85,000 a year
- Multiple hires
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Tuition reimbursement
Quick Apply
Wealth Advisor - Madison
UW Credit Union —Madison, WI
- From $75,000 a year
- Full-time
- Writing skills
- Mid-level
- Microsoft Office
- Paid parental leave
- Paid holidays
Senior Tax Advisor for High Net Worth Individuals
Ashton Thomas Private Wealth —Denver, CO
- $130,000 - $180,000 a year
- Full-time
- Background check
- 7 years
- 6 years
- Health insurance
- Dental insurance
Quick Apply
Support Advisor - Inspired Wealth Advisors
Thrivent —Lexington, KY
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply

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Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Campbell, CA

Apply Now

Job Details

$46.15 - $63.46 an hour

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Series 66
Series 7
Financial product expertise
Industry knowledge of financial regulations
FINRA License
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Campbell, Santa Clara County, CA

Requisition ID 2026-123378 Category Financial Planning Position type Regular Pay range USD $46.15 - $63.46 / Hour Application deadline 2026-07-25

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.

Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.

This role is ideal for someone who thrives in a fast-moving, relationship‑driven environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and long‑term relationship success.

Through our Wealth Management Institute, mentorship, and ongoing coaching, you’ll build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor.

What you have

Required Qualifications

Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
Proactivity: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
Adaptability: Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Additional requirements:

Active and valid FINRA Series 7
Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)
Understands core investment products and markets
Applies regulatory and client‑facing fundamentals

Preferred Qualifications:

Experience servicing client relationships in financial services
Bachelor’s degree or equivalent professional experience

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

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

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Wealth Advisor - Madison

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Support Advisor - Inspired Wealth Advisors

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What you have

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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