Job Locations US-TX-Westlake

Requisition ID

2025-117431

Posted Date

19 hours ago(11/26/2025 2:45 PM)

Category

Financial Planning/Advice

Salary Range

USD $110,000.00 - $154,000.00 / Year

Application deadline

12/15/2025

Position Type

Full time

Schwab Private Client is 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. Private Client Advisors work for Schwab Private Client Investment Advisory, Inc. ("SPCIA"), a registered investment advisor and an affiliate of Charles Schwab & Co., Inc.

To read more about our client offerings visit: Charles Schwab - Investor Services

We place a premium on high performance, quality service and the ability to execute the SPCIA strategy. Essential skills include:

• Undergraduate degree required
• Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days)
• Three or more years advisory experience required
• Five or more years in the financial services industry working directly with clients highly preferred
• CFP or CFA preferred
• Superior relationship management and client retention experience
• Polished interpersonal, communication and presentation skills, attention to detail

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Why work for us?

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package to our full-time employees 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