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Schwab Private Client Jobs (NOW HIRING)

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

Knowledge of systems at Fidelity, Charles Schwab and Advyzon beneficial. Company Description The Dowling Group is a boutique private client wealth advisory firm based in Greenwich, CT. We specialize ...

Dowling Tax Group LLC

Wealth Advisor

Riverside, CT · Remote

Knowledge of systems at Fidelity, Charles Schwab and Advyzon beneficial. Company Description The Dowling Group is a boutique private client wealth advisory firm based in Greenwich, CT. We specialize ...

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Schwab Private Client information

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How much do schwab private client jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for schwab private client 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 are some common challenges faced by Schwab Private Client Advisors and how can new hires prepare for them?

Schwab Private Client Advisors often encounter challenges balancing a large portfolio of high-net-worth clients while providing personalized financial planning and investment advice. New hires should be prepared to quickly adapt to evolving client needs and market conditions, while maintaining strong communication and relationship management skills. Collaborating with a team of specialists—such as financial planners and investment strategists—is essential for delivering comprehensive solutions, and staying current on industry trends and Schwab’s offerings helps advisors excel in this fast-paced, client-focused environment.

How do you become a Schwab Private Client?

To become a Schwab Private Client, individuals typically need to meet certain wealth and investment requirements, such as maintaining a minimum account balance often in the hundreds of thousands of dollars. Candidates should have strong financial knowledge, experience in wealth management, and may need to undergo an application process that includes interviews and approval from Schwab's advisory team.

What is the difference between Schwab Private Client vs Schwab Financial Consultant?

AspectSchwab Private ClientSchwab Financial Consultant
CredentialsSeries 7, 63/66, CFP (optional)Series 7, 63/66, CFP (optional)
Work EnvironmentHigh-net-worth client advisory, personalized servicesRetail client advising, financial planning
Employer & Industry UsageUsed within Schwab for premium clientsUsed across Schwab branches and online platforms
Search & Comparison IntentHigh-net-worth client services, private bankingRetail financial advising, investment planning

Schwab Private Client focuses on serving high-net-worth clients with personalized wealth management, while Schwab Financial Consultants typically work with retail clients providing investment advice and financial planning. Both roles require similar credentials but differ mainly in client type and service level.

What are the key skills and qualifications needed to thrive as a Schwab Private Client Advisor?

To thrive as a Schwab Private Client Advisor, you need deep knowledge of investment strategies, financial planning, and wealth management, typically backed by a bachelor's degree and FINRA Series 7 and 66 licenses. Familiarity with CRM platforms, financial analysis tools, and Schwab's proprietary systems is essential for managing client portfolios. Excellent interpersonal communication, relationship-building, and problem-solving skills help build client trust and deliver personalized service. These competencies ensure advisors can effectively address complex client needs, foster long-term relationships, and drive business growth.

What is a Schwab Private Client?

A Schwab Private Client is a client of Charles Schwab who receives specialized wealth management services, including personalized financial planning, investment management, and access to a dedicated team of advisors. This service is designed for individuals with higher account balances, typically $1 million or more in investable assets. Schwab Private Client offers tailored strategies, ongoing portfolio management, and a high level of personal attention to help clients meet their financial goals.
More about Schwab Private Client jobs
What job categories do people searching Schwab Private Client jobs look for? The top searched job categories for Schwab Private Client jobs are:
Schwab Private Client jobs near you
Infographic showing various Schwab Private Client job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $47,994 per year, or $23.1 per hour.

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab

Charlotte, NC • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 14 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 Sr. Manager, 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: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
  • Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
  • Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
  • Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
  • Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.
Additional Requirements
  • CFP® designation or CFA® designation
  • Bachelor’s degree
  • Active FINRA Series 7 license
    • May be obtained with a 120-day condition of employment
  • Active FINRA Series 66 license (or equivalent)
    • May be obtained within the first 120 days

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


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

Apply