Capital Roles

Charles Schwab Bank

Wealth Advisor, Schwab Wealth Advisory

Campbell, CA · Financial Planning/Advice · Posted Sep 25, 2026

Excerpt from Charles Schwab Bank's posting

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.

Read the full description on Charles Schwab Bank's site (opens in a new tab)

Hiring intel

How long this role has been open, and what it pays elsewhere

Time open, reposts at this bank, and posted pay for this title across banks, built from the nightly checks.

See the intel Pass holders. See the passes.

Saved roles line up on your compare table.

Going for this role? The two-week coaching sprint is four one-hour sessions over two weeks, for bankers going for a specific role at a specific bank.

Similar roles

  1. Wealth Advisor

    Northern Trust

    • New York, NY
    • Wealth Management
    $189,290 – $331,200 a year

  2. Wealth Advisor

    F.N.B. Corporation

    • Charlotte, NC +1 more
    • Wealth Management Family

  3. Wealth Advisor

    F.N.B. Corporation

    • State College, PA
    • Wealth Management Family

  4. Wealth Advisor

    F.N.B. Corporation

    • Lancaster, PA
    • Wealth Management Family

  5. Wealth Advisor

    BMO

    • Hinsdale, IL
    • Wealth Sales & Service
    $90,000 – $180,000 a year

  6. Wealth Advisor

    M&T Bank

    • Portland, ME
    • Sales & Relationship Management Function
    $116,400 – $194,000 a year