Charles Schwab Horsham Independent Branch

Charles Schwab

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Wealth Advisor Manager

CFP or CFA, Bachelor’s, FINRA Series 7 and 66, 5+ years advisory experience; ability to develop financial plans and portfolios.

Wealth Advisor

CFP® or CFA®, Bachelor's degree, FINRA Series 7 and 66 licenses, 5+ years advisory experience with client financial planning and portfolio design.

Licensed Financial Service Representative

Active FINRA Series 7 & 63 licenses; 8:00am–4:30pm training; after training, possible evening/weekend shifts; strong client service; CRM proficiency; prior financial representative experience preferred.

Wealth Advisor, Schwab Wealth Advisory

Bachelor’s degree; FINRA Series 7 and 66; 3+ years advisory experience; 5+ years in financial services; CFP/CFA preferred.

VP, Branch Manager - Tacoma, WA

Branch Manager

Active Series 7, 66 (63/65) or equivalent, Series 9/10, Life/Health license; Bachelor's degree or equivalent; 4+ years financial sales leadership; CFP/CFA/CIMA/AAMS preferred; FINRA Series 24 license.

Senior Manager - Treasury Reporting

8+ years in data management/analytics; strong data architecture, cloud, SQL/Python; data governance; financial reporting; excellent communication; bachelor’s in finance/economics/related field; master’s preferred.

Senior IT Auditor- Technology

Senior IT Auditor

3-5+ years IT audit; financial services or Big 4 experience a plus; CPA/CIA/CISA preferred; strong analytics and communication; bachelor’s degree.

Senior Manager, Accounting

Manager, Accounting

CPA/CFA preferred; 8+ years accounting/finance; securities and derivatives accounting; strong data review; ERP/Excel; banking/treasury experience.

Title	Location	Date
Sr Manager, Wealth Advisor - Schwab Wealth Advisory Full Time · $135K-$185K · 5+ YOE Orlando or Tampa · Onsite	Orlando or Tampa Onsite	Jan 16, 2026
Sr Manager, Wealth Advisor - Schwab Wealth Advisory Full Time · $135K-$185K · 5+ YOE Charlotte, North Carolina, United States · Onsite	Charlotte, North Carolina, United States Onsite	Jan 16, 2026
Licensed Financial Service Representative Full Time · $56K-$65K Indianapolis, Indiana, United States · Hybrid	Indianapolis, Indiana, United States Hybrid	Jan 16, 2026
Wealth Advisor, Schwab Wealth Advisory Full Time · $100K-$140K · 3+ YOE Phoenix, Arizona, United States · Onsite	Phoenix, Arizona, United States Onsite	Jan 15, 2026
VP, Branch Manager - Tacoma, WA Full Time · $110K-$175K · 4+ YOE Tacoma, Washington, United States · Onsite	Tacoma, Washington, United States Onsite	Jan 13, 2026
Senior Manager - Treasury Reporting Full Time · $104K-$230K · 8+ YOE San Francisco or Westlake · Onsite	San Francisco or Westlake Onsite	Jan 12, 2026
Senior IT Auditor- Technology Full Time · $95K-$120K · 3+ YOE Westlake, Texas, United States · Onsite	Westlake, Texas, United States Onsite	Jan 8, 2026
Senior Manager, Accounting Full Time · $84K-$160K · 8+ YOE Lone Tree or Omaha or Westlake · Hybrid	Lone Tree or Omaha or Westlake Hybrid	Dec 11, 2025

Name	Charles Schwab Horsham Independent Branch
Headquarters	US
Industries	Financial ServicesInvestment Management
Activities	Financial planningInvestment advisory servicesRetirement planningWealth managementClient relationship management
Type	Private
Employees	10
Tagline	Independent Schwab franchise branch providing personal financial advisory services.
Founded	2,013
Website	schwab.com

Charles Schwab Horsham Independent Branch

About Charles Schwab Horsham Independent Branch