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Work Study Charles Schwab Financial Advisor Jobs

Charles Schwab

CT · On-site

... and transform the finance industry together. Schwab Wealth Advisory is a fee based ... Your work directly supports client confidence, advisor effectiveness, and long‑term relationship ...

Beacon Pointe Advisors LLC

Wealth Advisor

Columbia, MD · On-site

$125K - $175K/yr

Developing business through retail custodial branches at Charles Schwab & Fidelity. * Servicing and ... Professional Financial Designation (CFP ® or CFA, or MBA in Finance designations preferred)

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How much do work study charles schwab financial advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for work study charles schwab financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is the difference between Work Study Charles Schwab Financial Advisor vs Charles Schwab Financial Consultant?

AspectWork Study Charles Schwab Financial AdvisorCharles Schwab Financial Consultant
CredentialsTypically pursuing relevant finance or business degrees; may require FINRA licensesOften holds FINRA licenses and professional certifications
Work EnvironmentPart-time, on-campus or remote, assisting clients under supervisionFull-time, client-facing roles in offices or remotely
Employer & Industry UsageInternship/entry-level position within Charles SchwabFull-time professional role within Charles Schwab

The main difference is that the Work Study Charles Schwab Financial Advisor is a part-time, educational position often held by students, focusing on learning and assisting under supervision. In contrast, the Charles Schwab Financial Consultant is a full-time, professional role with greater responsibilities, client interaction, and required certifications.

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Business Development Officer, Schwab Wealth Advisory - Los Angeles

Charles Schwab

Los Angeles, CA • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 3 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 Los Angeles, CA for business purposes. 

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

Apply