Don't miss your next opportunity.

Upload Your Resume and Get Found by Leading Employers

Create a Free Account

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab • Kissimmee, FL, United States • 5h ago

Position Type: Regular

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.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

Required Qualifications:

Bachelor’s degree
Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)
Active FINRA Series 66 license (May be obtained within the first 120 days)
Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients

Preferred Qualifications:

CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills, attention to detail

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

Related Jobs

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab • Winter Garden, FL, United States • 5h ago

Position Type: Regular 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 finan...

5h ago

Apply

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab • ORLANDO, FL, United States • 5h ago

Accounting, Banking & Finance Retirement Plan Paid Time Off Education Assistance

5h ago

Apply

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab • Ocoee, FL, United States • 5h ago

Accounting, Banking & Finance Retirement Plan Paid Time Off Education Assistance

5h ago

Apply

Radiologic Technologist

ForTec Medical • Orlando, FL, US • 7h ago

Healthcare & Pharmaceutical

ForTec is an industry leader, dedicated to improving patient health by delivering innovative surgical technologies to our healthcare customers on demand. Our dedicated team delivers service excellence, and we take pride...

7h ago

Apply

Experienced Cook, Orlando Airport

Delaware North • Part-time • Orlando, FL, US • $20.50 / year • 8h ago

Hospitality Retirement Plan Paid Time Off Education Assistance

The opportunity Delaware North Travel is hiring a full-time Experienced Cook to join our team at Orlando Airport in Orlando, Florida . As an Experienced Cook, you will showcase your skills and be a visible leader in the...

8h ago

Apply