Shape the future of Wealth Management at Schwab.
Ready to empower clients and shape their financial future? Discover meaningful career opportunities with our Schwab Wealth Advisory and take your career to the next level.
Wealth & Advice Solutions.
At Charles Schwab, the Wealth & Advice Solutions (WAS) organization brings together the people, platforms, and expertise that fuel our client-first approach to wealth management. We support a broad spectrum of clients—from individual investors to those working with independent Registered Investment Advisors—through a powerful combination of personalized advice and scalable solutions. Our team includes Wealth Advisors, Associate Wealth Advisors, specialists, leaders, and service professionals who collaborate to deliver exceptional guidance and service that helps clients take ownership of their financial futures.
Schwab Wealth Advisory.
Schwab Wealth Advisory (SWA) is our premier wealth advisory program designed for clients who value professional guidance while staying engaged in their investment decisions. Through one-on-one relationships, our Wealth Advisors provide personalized advice, ongoing portfolio consultation, and holistic financial planning built on Schwab’s approach to investing. With a national presence, SWA offers opportunities to grow your career in a collaborative, client-centric environment—backed by dedicated training, coaching, and the stability of a firm that’s invested in your long-term success.
Grow with us.
Whether you’re starting your career in wealth management or bringing years of experience, SWA offers meaningful paths to grow. Many professionals begin as Associate Wealth Advisors, building foundational skills in relationship management and investment planning before advancing to Wealth Advisor roles. From there, opportunities extend into leadership, regional management, or specialized support roles. You’ll be supported by programs like Wealth Management University, mentorship from leaders, and a culture that encourages career growth and upward mobility. At Schwab, we don’t just offer jobs—we invest in your career.
"The positive and humble culture at Schwab is what keeps me here. We all share a strong commitment to service—toward our clients, our peers, and our team. It’s just who we are."
Jennifer R.
Managing Director, Schwab Wealth Advisory
Why Schwab Wealth Advisory?
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Professional development.
You’ll have access to structured training, mentorship, and resources like Schwab’s Wealth Management University to continuously upskill and grow as an advisor.
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Meaningful client impact.
With dedicated support teams, you can focus on holistic planning and proactive client engagement, giving you the ability to truly understand each client’s goals and help make a difference in their financial future.
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Better work-life balance.
By capping the number of clients per advisor, SWA ensures you have the time to provide high-quality service and enjoy life outside of work – proof that you don’t have to sacrifice personal wellbeing to have a successful career.