Wealth Advisor, Schwab Wealth Advisory
Company: CHARLES SCHWAB
Location: Monroe
Posted on: February 13, 2026
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Job Description:
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. 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: - 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
Keywords: CHARLES SCHWAB, Huntersville , Wealth Advisor, Schwab Wealth Advisory, Accounting, Auditing , Monroe, North Carolina
