Personal Wealth Adviser
Schroders Personal Wealth
About this role
A Personal Wealth Adviser at Schroders Personal Wealth helps clients define their financial goals and creates tailored long-term financial plans to achieve them. The role supports clients through both face-to-face and virtual interactions, serving an established client base while identifying opportunities to onboard new clients. You will work within a collaborative, inclusive wealth-management team focused on improving access to affordable, high-quality financial advice.
Skills
Qualifications
About Schroders Personal Wealth
spw.comPersonalised financial plans to help build a financial future for you and your family. Expert advisers to guide you through your journey. Find out more.
Recent company news
Private Banker InternationalSchroders and Lloyds to end wealth management partnership-report
Oct 6, 2025
Financial News LondonWhere it all went wrong for Schroders Personal Wealth
Nov 3, 2025
ReutersLloyds and Schroders to end UK wealth joint venture, FT reports
Oct 2, 2025
Investing.comLloyds Banking Group acquires remaining stake in Schroders Personal Wealth
Oct 9, 2025
Pam Insight“Overdue”: An appropriate metaphor to describe progress at Schroders Personal Wealth
Oct 3, 2025
About Schroders Personal Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Schroders Personal Wealth.
Salary
$75k – $101k
per year