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Schwab Private Client Jobs (NOW HIRING)

Charles Schwab

Trust Officer

Wilmington, DE

Maintain high client service levels through prompt research and response to registered investment ... Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals ...

Charles Schwab

Trust Officer

Henderson, NV

$85K - $145K/yr

Maintain high client service levels through prompt research and response to registered investment ... Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals ...

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How much do schwab private client jobs pay per hour?

As of Aug 11, 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.

ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES

Cresset Capital

Atlanta, GA • On-site

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 24 days ago

Job description

About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Job Description
Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience.
Key Responsibilities
  • Manage client relationships on multi-custodial platforms
  • Serve as a primary lead for client onboarding, investment implementation, and private banking services
  • Create and implement customized onboarding experience for high net-worth clients
  • Transfer and reconcile assets from contra firms
  • Implement new investment strategies and hire managers as directed by advisor
  • Prepare client subscription and redemption documents related to alternative investments
  • Manage client billing (assign attributes, start/end dates, raising cash)
  • Assist with client inquiries regarding inflow and outflows
  • Establish lines of credit/margin
  • Establish 529 accounts
  • Manage client donor advised/charitable distributions
  • Attend quarterly client portfolio review meetings as needed (FO)
  • Serve as a liaison between Cresset and client CPA's and attorneys (FO)
  • Manage tax document facilitation with client CPA's (FO)
  • Identify new technology and opportunities to enhance client experience and promote internal scalability

Qualifications
  • Bachelor's degree in Business, Finance, or a related field or equivalent industry experience
  • 5+ plus years' financial services experience working with ultra-high net worth clients
    Knowledge of Fidelity and Schwab custodial platforms a plus
  • Operate in a dynamic and fast-paced environment is essential
  • Approach problems with creativity, innovation, and tenacity
  • Possess a strong sense of urgency
  • Think strategically and operate independently
  • Multitask to successfully manage multiple assignments simultaneously
  • Evaluate and prioritize tasks to meet deadlines
  • Organize and create structure for client relationships
  • Collaborate and provide meaningful input to the team
  • Adapt, improvise, and overcome challenges
  • Quickly and efficiently process and absorb information
  • Strong attention to detail to achieve thoroughness and accuracy when accomplishing a task
  • Establish and maintain positive working relationships with clients, peers, CPAs, attorneys, and other professionals
  • Proactively approach problem solving with strong decision-making capability
  • Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
  • Excellent communication skills, both written and verbal
  • Proficient in the use of Salesforce, Microsoft Office programs including Word, Excel,
  • PowerPoint and Outlook

What We Offer:
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Everything Starts With Culture.
Our Vision
We exist to optimize wealth and elevate life-giving clients the time, clarity, and trusted partnership to pursue what matters most.
Our Values
*Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

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