Full-Time
Wealth Advisor
Wealth Advisory
Updated on 8/10/2026
Charles Schwab
10,001+ employees
Brokerage, banking, and financial advisory services.
No salary listed
Los Angeles, CA, USA
In Person
On-site work is expected at the specified location.
Bachelor's
 Finance & Banking (1) |
|---|
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- Ability to build client trust by listening actively, asking thoughtful questions, and translating complex financial concepts into clear, actionable guidance.
- Ability to prioritize client meetings, financial planning work, and follow-through while setting expectations, timelines, and next steps with clients and partners.
- Ability to apply financial planning principles and communicate recommendations that align portfolios with client goals, risk tolerance, and long-term outcomes.
- Ability to seek, receive, and apply feedback; communicate development needs; and adjust approach to improve advisory effectiveness.
- Awareness of personal strengths and limitations, with the ability to communicate questions or concerns early and escalate appropriately.
- Bachelor's degree.
- Active FINRA Series 7 license, or the ability to obtain it within 120 days of employment for certified and current CFP® or CFA® designation holders verified before hire.
- Active FINRA Series 66 license or equivalent, or the ability to obtain it within the first 120 days.
- Manage ongoing client relationships.
- Deliver holistic financial planning.
- Provide tailored investment guidance aligned with Schwab's approach to investing.
- Collaborate with the advisory team to support clients through complex financial decisions.
- Help clients remain focused on their long-term financial goals.
- CFP® or CFA® designation.
Charles Schwab offers brokerage, banking, and financial advisory services through its subsidiaries, serving individual investors (including international clients) with access to the U.S. financial markets. Its core products include brokerage and retirement accounts, and online trading, supported by advisory and wealth-management offerings. The service model combines trading, banking, and advisory fees across multiple channels to meet clients where they are. Schwab differentiates itself by a client-centric focus that emphasizes user education and tailored support, enabling people to manage investments, banking needs, and retirement planning in one integrated platform. The company’s goal is to help clients access U.S. financial markets and grow their assets through a comprehensive, educational, and service-oriented financial ecosystem.
Company Size
10,001+
Company Stage
IPO
Headquarters
San Francisco, California
Founded
1973
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Simplify's Take
What believers are saying
- July 21, 2026 Q2 revenue hit $7.1 billion, up 21 percent year over year.
- Client assets reached $13.08 trillion, and core net new assets totaled $119.8 billion.
- Schwab launched Crypto and generative AI Portfolio Insights, deepening engagement with active traders.
What critics are saying
- Schwab’s June 2026 binary-options push invites SEC and FINRA scrutiny immediately.
- FINRA arbitration in March 2026 exposed Schwab’s custody-supervision liability from advisor misconduct.
- Earnings still hinge on client cash and rates; a 2026 yield slump crushes net interest income.
What makes Charles Schwab unique
- Schwab combines brokerage, banking, and custody at trillion-dollar scale across 39 million accounts.
- Schwab’s low-cost ETF lineup matches Vanguard, anchoring fee-sensitive investors and advisors.
- Cboe partnership gives Schwab regulated binary-options distribution before rivals.
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Benefits
Professional Development Budget
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 0%Charles Schwab declared a quarterly cash dividend of $0.32 per common share, payable in August and September 2026. The company's Q3 2026 Retail Client Sentiment Report showed a sharp rise in bullish sentiment and strong appetite among active traders to buy market dips. Orion recently rolled out fractional share trading for advisors on Schwab's custody platform. This helps independent advisors deploy more client cash within Schwab's ecosystem, potentially supporting higher engagement. Schwab's narrative projects $32.3 billion in revenue and $12.9 billion in earnings by 2029, requiring 9.1% yearly revenue growth. Analysts' fair value estimate stands at $116.16, representing a 9% upside to the current price. Cautious analysts forecast $29.3 billion in revenue and $12.7 billion in earnings by 2029, considerably below consensus estimates.
Charles Schwab shares rose over 14% in July following strong performance indicators and quarterly results. The company's internal Schwab Trading Activity Index reached a multi-year high of 59 in June, signalling robust client trading activity. When second-quarter earnings were released on 21 July, Schwab reported record quarterly net revenue of $7.1 billion, up 21% year over year. Net income jumped 32% to $2.80 billion, surpassing analyst expectations of $6.85 billion in revenue and $1.54 per share in adjusted net income. The company also raised its full-year revenue growth guidance to 17.5% to 18%, up from previous projections of 14% to 15%. Net interest margin expanded 35 basis points to 3%. Despite an initial post-earnings decline, the stock gained momentum following several analyst price target increases later in the month.
Charles Schwab shares fell nearly 3% in premarket trading despite reporting record second-quarter results that exceeded analyst expectations. The brokerage posted earnings per share of $1.62, surpassing the $1.54 estimate. Revenue reached a record $7.1 billion, up 21% year-over-year and above the $6.85 billion consensus. Total client assets rose 22% year-over-year to $13.08 trillion. Core net new assets totalled $119.8 billion, up 49% versus the second quarter of 2025. Investors opened 1.4 million new brokerage accounts during the quarter. Daily average trading volume hit a record 11.9 million, up 57% year-over-year. Net interest margin expanded 12 basis points quarter-over-quarter to 3.00%. Return on tangible common equity was 44% annualised.
Charles Schwab reported a 32% surge in net income to $2.8 billion, or $1.62 per share, exceeding analyst expectations. Total net revenue rose 21% to $7.1 billion, with trading revenue up 28%. The brokerage saw record client activity during the volatile second quarter. Daily average trades reached a record 11.9 million, whilst customer margin balances climbed 30% to $165 billion. Net interest income increased 19% to $3.36 billion. Total client assets grew by $1.31 trillion to $13.08 trillion. Schwab is expanding its offerings, including crypto spot trading and AI-powered tools. The firm is also partnering with Cboe to launch binary options. Shares fell in early morning trading despite the strong results.
Charles Schwab will announce its Q2 earnings on Tuesday before market open. The market expects the financial services firm's revenue to grow 18% year on year, slowing from the 24.8% increase recorded in the same quarter last year. Last quarter, Charles Schwab reported revenues of $6.48 billion, up 15.8% year on year, meeting analysts' expectations. The company beat EPS estimates but slightly missed EBITDA projections. Analysts have generally reconfirmed their estimates over the last 30 days. Charles Schwab has missed Wall Street's revenue estimates multiple times over the past two years. Peers Goldman Sachs and Morgan Stanley recently reported Q2 results with year-on-year revenue growth of 39.5% and 27.1%, respectively, both exceeding estimates. Charles Schwab shares are up 10.8% over the past month.