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Client Schwab Jobs (NOW HIRING)

Charles Schwab Careers

CT · On-site

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 ...

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$12

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$35

How much do client schwab jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for client schwab in the United States is $23.07, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $25.48 per hour, depending on experience, location, and employer.

What is a client Schwab?

A Client Schwab typically refers to a client of Charles Schwab, a leading financial services company that offers brokerage, banking, and investment advisory services. Clients can be individuals, businesses, or institutions who use Schwab's platforms for investing, wealth management, or retirement planning. The term 'Client Schwab' can also refer to the role of a client service representative at Charles Schwab, who assists customers with their accounts, answers questions, and provides guidance on Schwab's products and services.

What are the key skills and qualifications needed to thrive as a client service representative at Charles Schwab?

To thrive as a Client Service Representative at Charles Schwab, you need a solid understanding of financial products, customer service principles, and typically a bachelor's degree or relevant experience. Familiarity with CRM systems, financial software, and industry certifications like Series 7 or Series 63 can be important. Strong communication, problem-solving abilities, and a client-focused mindset help you deliver exceptional service and build trust. These skills are crucial for effectively addressing client needs, ensuring compliance, and supporting the company's reputation.

What are some common challenges faced by client service representatives at Charles Schwab, and how can they be addressed?

Client Service Representatives at Charles Schwab often encounter challenges such as managing high call volumes, addressing complex financial questions, and maintaining accuracy under pressure. These challenges can be addressed through thorough training, ongoing learning about Schwab’s products, and strong communication skills. Team collaboration and support from supervisors also play a crucial role in helping representatives provide excellent service while managing workload effectively. Embracing time management techniques and utilizing available resources can further enhance job performance.

What is the difference between Client Schwab vs Client Fidelity?

AspectClient SchwabClient Fidelity
CertificationsFINRA Series 7, 63, 66FINRA Series 7, 63, 66
Work EnvironmentFinancial services, brokerage firmsFinancial services, brokerage firms
Employer & IndustryCharles Schwab, investment and bankingFidelity Investments, investment and banking
Common Search/ComparisonClient Schwab vs Client Fidelity

Both Client Schwab and Client Fidelity roles typically require similar certifications and work within the financial services industry. They serve clients in brokerage and investment management, often working for major firms like Charles Schwab and Fidelity Investments. The main differences lie in the specific employer and company policies, but their roles and credentials overlap significantly.

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What job categories do people searching Client Schwab jobs look for?

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Client Schwab jobs near you
Infographic showing various Client Schwab job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $47,994 per year, or $23.1 per hour.

Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Careers

Phoenix, AZ • On-site

Full-time

Medical, Dental, Vision, Retirement

This job post has expired today. Applications are no longer accepted.

Key responsibilities

  • Support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships.

  • Help deliver customized financial planning support and address foundational portfolio needs.

  • Build skills in client relationship management, asset allocation, risk awareness, and consultative communication.

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.

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site at our “Phoenix Peak” location, 2423 E Lincoln Dr. through the remainder of 2026, with a planned transition in Q1 2026 to our new Schwab Wealth Advisory office located at 8701 E Hartford Dr in Scottsdale. 

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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