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Schwab Jobs (NOW HIRING)

Charles Schwab

CT · On-site

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 ...

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How much do schwab jobs pay per hour?

As of Aug 3, 2026, the average hourly pay for schwab in the United States is $27.68, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $29.33 per hour, depending on experience, location, and employer.

What is the difference between Schwab vs Financial Advisor?

AspectSchwabFinancial Advisor
CredentialsSeries 7, 63, 65/66, CFP (optional)Series 7, 63, 65/66, CFP (often required)
Work EnvironmentFinancial services firm, client-facing, office-basedClient-facing, advisory, office or virtual
Employer & IndustryCharles Schwab, banking and investment servicesFinancial planning firms, banks, or independent
Search & Comparison IntentYesYes

Schwab typically refers to a financial services company offering investment products and brokerage services, while a Financial Advisor is a professional providing personalized financial planning and investment advice. Both roles often require similar certifications and work in client-facing environments within the financial industry. The main difference lies in Schwab being a firm and platform, whereas a Financial Advisor is an individual professional offering tailored advice.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Charles Schwab, and why are they important?

To thrive as a Financial Advisor at Charles Schwab, you need a strong background in finance, investment principles, and a relevant bachelor's degree, along with FINRA Series 7 and 66 (or 63/65) licenses. Expertise with financial planning software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, active listening, and the ability to build trust with clients set top performers apart. These skills are crucial for effectively guiding clients toward their financial goals and maintaining long-term relationships in a competitive industry.

What are Schwab jobs?

Schwab jobs refer to employment opportunities at Charles Schwab Corporation, a leading financial services company. These roles range from customer service representatives and financial consultants to technology, operations, and corporate positions. Employees at Schwab help clients manage investments, provide financial advice, develop software, and support the company's business operations. Schwab is known for its client-focused culture, career development opportunities, and commitment to diversity and inclusion. Working at Schwab can provide valuable experience in the financial industry.

What are some common challenges faced by Financial Consultants at Schwab, and how can new hires prepare to overcome them?

Financial Consultants at Schwab often encounter the challenge of building trust and long-term relationships with clients in a highly competitive industry. Additionally, they must stay updated with regulatory changes and Schwab’s evolving suite of investment products. New hires can prepare by developing strong communication skills, maintaining up-to-date financial knowledge, and actively participating in Schwab’s training programs. Collaborating closely with team members and leveraging Schwab’s robust support resources also helps consultants deliver exceptional client service.
More about Schwab jobs
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Schwab jobs near you
Infographic showing various Schwab job openings in the United States as of July 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $57,583 per year, or $27.7 per hour.

Business Development Officer, Schwab Wealth Advisory

Charles Schwab

Bellevue, WA • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 2 days ago

New

Job description

Your opportunity

*In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities* 

This position allows for 100% remote work and selected candidate will need to currently be living within the Greater Seattle Area, WA 

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.

The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS) enterprise.  The WAMS team is responsible for the distribution and support of proprietary, and certain third-party asset management, products and services to consultants and advisors, across multiple distribution channels.  The team also supports with the marketing efforts of the solutions, working closely with Offer Management, Product and Marketing teams.  

What you are good at:

The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab’s premier wealth management solution, Schwab Wealth Advisory (SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their clients and investors interested in the offer.  The Business Development Officer will need to be an exceptional communicator, both in one-on-one interactions and group presentations, effectively communicating the value of SWA. They will also need to be well versed in all aspects of effective wealth management, Schwab’s broader solutions, and industry trends.  Most of the Business Development Officer's time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab. 

What you have

Required Qualifications

  • Bachelor's degree
  • Active and valid FINRA Series 7 & 66 licenses
  • 10 years of experience in business development and relationship management with a proven record of success
  • 10 years of experience with wealth management – financial planning and investment planning

Preferred Qualifications

  • CFP® designation or MBA equivalent.
  • Understanding of traditional investment styles and vehicles (i.e., separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy.
  • Excellent oral and written communication skills.
  • Comfortable and able to present articulately to large groups: ex. industry conferences, webcasts, internal meetings, etc.

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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