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Schwab Jobs (NOW HIRING)

Charles Schwab

CT · On-site

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 ...

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Schwab information

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How much do schwab jobs pay per hour?

As of Jul 14, 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.
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Schwab jobs near you
Associate Wealth Advisor, Schwab Wealth Advisory

Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab

Lone Tree, CO

Full-time

Medical, Dental, Vision, Retirement

Re-posted 17 hours ago

Job description

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 in the specified locations.

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

Apply