10,849 Charles Schwab jobs in the United States

**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.
Schwab Advisor Services is the leading provider of custodial, trading, technology and practice management offerings for independent Registered Investment Advisory (RIA) firms. We provide access to sophisticated wealth-management services that help more than 15,000 independent investment advisors attract and retain affluent clients, as well as profitably grow and succeed in their business goals and dreams.
Throughout the 8-week paid Advisor Services RIA Intern Program, you will uncover how Registered Investment Advisor (RIA) firms work and explore future career opportunities in financial services. As an intern, you'll interact and support various areas of Schwab Advisor Services, participate in educational learning sessions, and meet with RIA firms across the country. You will gain experience in an area of financial services that's about more than just making money-it's about doing what's best for clients. If you are passionate about gaining insights on how Schwab supports RIAs, developing your presentation and public-speaking skills within a professional setting, and learning more about how advisors manage their businesses and service their clients, this is the role for you.
RIA Intern Program | Schwab Advisor Services ( you have**
As an intern, it's not about what you know, it's about what you are willing to learn. We're seeking passionate students who are ready to own their career and have the courage to ask "why".
**Required Qualifications**
+ Currently enrolled and have completed a minimum of two years of college-level education towards a related Bachelor of Arts or Bachelor of Science degree
+ Ability to work full time and be on-site at our Westlake, TX Schwab campus during the 8-week program (June 8 to July 31, 2026)
+ Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
**Preferred Qualifications**
+ Finished courses focused on CFP® certification/financial planning, business management, marketing, economics, finance, accounting, communications, or other.
+ Desire to work in the RIA industry post-graduation
+ Participated in extra-curricular activities geared toward a career in the financial services and/or RIA industry
+ Intermediate knowledge of financial products and services
+ Proficient in Microsoft® Outlook, Word, PowerPoint, Excel
+ Strong written and verbal communication skills to interact with internal business partners
+ Optimism with keen sense of purpose, awareness, and knowledge
+ Resourcefulness and flexibility, who enjoys working through cross-functional partnerships and collaboration to achieve a common purpose
+ An innovative and curious demeanor, who constantly looks for better ways to do things, has a passion for service, and seeks to exceed client expectations
+ Excellent organizational skills, enabling one to manage multiple priorities and projects, while meeting deadlines
#campus
**What's in it for you**
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.
What's in it for you:
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. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

Job Description

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Our client, a reputable wealth management firm, is seeking a dedicated Financial Advisor to join their esteemed practice in Denver, Colorado, US . This role is ideal for an individual passionate about helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. You will build and maintain strong client relationships, conduct thorough financial assessments, and provide expert advice on investments, retirement planning, insurance, and estate planning. The successful candidate will possess excellent client management skills, a deep understanding of financial markets, and a commitment to ethical conduct.

Key Responsibilities:

• Develop and present comprehensive financial plans tailored to individual client needs and objectives.
• Provide ongoing investment advice and portfolio management.
• Educate clients on financial concepts, market trends, and investment opportunities.
• Identify and pursue new business opportunities to expand the client base.
• Ensure compliance with all regulatory requirements and company policies.
• Build and nurture long-term relationships with clients through proactive communication and exceptional service.
• Collaborate with internal specialists to provide holistic financial solutions.
• Stay current with financial planning best practices and industry changes.

Qualifications:

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant professional certifications such as CFP®, Series 7, and Series 66 licenses are highly preferred.
• Proven experience in financial planning and/or investment advisory roles.
• Strong understanding of financial markets, investment products, and retirement planning strategies.
• Exceptional interpersonal, communication, and presentation skills.
• Client-centric approach with a commitment to building trust.
• Ability to manage a client book effectively and drive business growth.

This is a fantastic opportunity to join a client-focused firm and build a rewarding career in wealth management, helping individuals and families secure their financial future.

As a Financial Advisor on the Wealth Management Services team, you will work closely with clients to understand their financial goals, risk tolerance, and overall financial picture. You will spend your time engaging in meaningful conversations to uncover each client's unique needs and then develop and recommend personalized financial planning strategies that align with their objectives. To succeed in this highly regulated role, you must hold the appropriate licenses and possess a deep understanding of current financial products, investment options, and market trends. A strong commitment to providing client-focused advice with integrity, accuracy, and professionalism is essential.
**Responsibilities**
+ Engage clients in discussions to assess financial objectives, risk tolerance, expenses, income, tax status, insurance coverage, or other information needed to develop a financial plan.
+ Provide guidance and advice on financial planning strategies, investment options, retirement planning, tax strategies, estate planning, cash management and overall wealth management.
+ Develop, implement, and monitor comprehensive financial plans tailored to each client's needs.
+ Conduct regular review of client accounts to assess progress and adapt strategies in response to life events, economic changes, market conditions or financial performance trends.
+ Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
+ Collaborate with internal and external professionals to support the execution of complex financial plans.
+ Maintain active communication with clients to ensure strong relationships and understanding of evolving goals and maintain up to date client portfolios.
+ Build and expand the book of business through client referrals, networking, and community engagement.
+ Stay current with financial markets, products, and regulatory requirements.
+ Accurately document interactions and maintain records using CRM and financial planning software.
The above is not an all-inclusive list of duties and can be altered and adjusted as needed, including other duties as assigned. Duties are subject to change at any time by HUB Management.
**Qualifications**
+ Bachelor's degree in business, finance, or related field preferred.
+ 5 years of experience as a Financial Advisor, delivering high quality financial advice.
+ Active FINRA 66 or 65 securities registration required
+ Certified Financial Planner (CFP) designation preferred
+ Experience working with

Be part of a growing organization that provides trusted financial expertise and deeply values community involvement, encouraging volunteerism and investing in the places where we live and work. As a Wealth Management Financial Advisor Officer , you will take ownership of building meaningful, long-term relationships while delivering customized investment strategies, conducting financial analysis, and serving as a trusted advisor throughout a client's financial journey. Enjoy a robust compensation and benefits package-including commission opportunities, employee ownership (ESOP), professional development, and a clear path to advance your career in a collaborative, empowering environment. Apply now!

Work model:

• On-Site
• 8:00 AM - 5:00 PM

What you will do:

• Establish and develop relationships with both new and existing clients
• Perform customized financial evaluations, considering goals, risks, and market trends
• Create and deliver personalized investment plans
• Inform clients about products, planning tools, and market forecasts
• Stay updated about industry regulations, updates to LPL, and product offerings
• Conduct regular portfolio reviews to maintain alignment with client expectations
• Engage in cross-selling opportunities and drive internal referrals
• Serve as a representative of the

Description
Michelle Espejo with Robert Half Financial Services is recruiting for a Financial Advisor at a thriving RIA. This is a full-time permanent role based in San Francisco with a Hybrid schedule.
Our client is a leading Registered Investment Advisor with $10 billion in assets under management. They're seeking an energetic and dedicated Associate Advisor to join their team. This is a great opportunity to contribute to the financial success of high-net-worth clients in a firm that values excellence, collaboration, and continuous growth.
Enjoy a hybrid work model, comprehensive healthcare benefits, generous PTO, and a strong focus on professional development-all in a role designed to support a fulfilling and impactful career.
Responsibilities:
+ Be the go-to contact for client communications, building lasting relationships.
+ Assess client portfolios and deliver strategic, personalized recommendations.
+ Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.
+ Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth