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Entry Level Schwab Wealth Advisory Jobs (NOW HIRING)

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Entry Level Schwab Wealth Advisory information

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$47K

$103.1K

$148.5K

How much do entry level schwab wealth advisory jobs pay per year?

As of Aug 31, 2026, the average yearly pay for entry level schwab wealth advisory in the United States is $103,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $123,500.00 per year, depending on experience, location, and employer.

What is the difference between Entry Level Schwab Wealth Advisory vs Financial Advisor?

AspectEntry Level Schwab Wealth AdvisoryFinancial Advisor
CertificationsTypically required or preferred: Series 7, 66, or 65; CFP beneficialOften required: Series 7, 66, 65; CFP preferred or required
Work EnvironmentSupportive, client-facing, team-oriented within Schwab's platformClient-focused, independent or within financial firms, often in office or virtual settings
Employer & Industry UsageSchwab, financial services, wealth managementVarious firms, including banks, independent firms, and brokerages

Entry Level Schwab Wealth Advisory roles typically focus on supporting client service and learning the industry within Schwab's platform, often requiring similar certifications as Financial Advisors. While both roles involve client interaction and financial planning, Schwab roles are more support-oriented and entry-level, whereas Financial Advisors often have more responsibility for client portfolios and planning. The choice depends on your experience level and career goals in wealth management.

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The most popular types of Schwab Wealth Advisory jobs are:

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Entry Level Schwab Wealth Advisory jobs near you
Infographic showing various Entry Level Schwab Wealth Advisory job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 4% Part Time, and 5% Contract. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution, with an average salary of $103,080 per year, or $49.6 per hour.

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Inc.

Charlotte, NC • On-site

$100K - $145K/yr

Full-time

Re-posted 7 days ago

Job description

Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.
Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. 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 collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals.
This role is ideal for someone who thrives in a relationship-driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long-term retention, and advisory excellence.
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
  • Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
  • Time Management: Ability to prioritize client meetings, planning work, and follow-through while clearly setting expectations, timelines, and next steps with clients and partners.
  • Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long-term outcomes.
  • Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
  • Self-Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.
Additional Requirements
  • 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 (or equivalent)
    • May be obtained within the first 120 days
Preferred Qualifications
  • CFP® or CFA®

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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