Wealth Advisor Job Opening at Schwab Wealth Advisory in Phoenix/Scottsdale
Schwab Wealth Advisory opened recruitment for a regular, fee-based Wealth Advisor position, as detailed across listings. The role centers on managing ongoing client relationships, delivering holistic financial planning, and providing tailored investment guidance anchored in a fiduciary commitment. Advisors will collaborate closely with an experienced advisory team to steer clients through complex financial decisions while maintaining long-term portfolio alignment.
Phoenix Advisory Role Requires Specific Degrees and Licenses
Candidates pursuing the Phoenix-based advisory position must meet specific professional and licensing thresholds outlined in the recruitment materials. The role requires a bachelor’s degree alongside an active FINRA Series 7 license and an active FINRA Series 66 license or equivalent. For certified and current Certified Financial Planner or Chartered Financial Analyst designation holders, verification occurs before hire, though specific licenses may be obtained within a 120-day condition of employment.
Beyond technical licensing, the position demands distinct interpersonal and organizational competencies. Applicants must demonstrate active listening and time management skills, translating intricate financial concepts into clear guidance for clients. Additional evaluation criteria include coachability, self-awareness, and the ability to escalate questions or concerns early to protect client outcomes.
Office Transition Timeline in Phoenix and Scottsdale
Selected candidates will initially work on-site at the current “Phoenix Peak” office located at 2423 E Lincoln Dr. through the remainder of the year. Operations will then shift during the first quarter of 2026 to a newly established Schwab Wealth Advisory office situated at 8701 E Hartford Dr in Scottsdale.
This physical transition shows the firm's emphasis on in-office collaboration alongside its hybrid work framework. Schwab structures the position to balance workplace flexibility with regular in-person engagement to support team coordination and client service delivery.
Wealth Advisor Package Includes Salary and Corporate Benefits
Compensation for the Wealth Advisor role includes a base salary range supplemented by bonus and incentive opportunities, according to the job postings. Alongside direct financial incentives, the package encompasses broad corporate benefits.
Eligible professionals receive a 401(k) plan with a company match, an employee stock purchase plan, and comprehensive health, dental, and vision insurance. Additional wellness benefits feature tuition reimbursement, paid parental leave, family-building resources, and paid time off for vacation and volunteering. The program also grants a 28-day sabbatical following every five years of continuous service for eligible positions.
Open Questions Regarding Advisory Expansion
The postings do not specify the total headcount targeted for the new 8701 E Hartford Dr location, nor do they detail whether additional advisory pods will open across Arizona following the Q1 2026 move.