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About the Role

Schwab Wealth Advisory offers a fee-based, non-discretionary investment solution focused on trust, personalized service, and fiduciary commitment. As a Wealth Advisor, you will manage client relationships, provide holistic financial planning, and deliver tailored investment guidance. This role emphasizes collaboration with an experienced team to support clients through complex financial decisions and help them achieve long-term goals. It is suited for individuals who excel in relationship-driven environments, communicate effectively, and take ownership of client success.

Responsibilities

Manage ongoing client relationships.
Deliver holistic financial planning.
Provide tailored investment guidance aligned to Schwab’s approach.
Collaborate with an experienced advisory team to support clients.
Support clients through complex financial decisions.
Help clients stay focused on long-term goals.

Requirements

Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts.
Ability to prioritize client meetings, planning work, and follow-through.
Ability to clearly set expectations, timelines, and next steps with clients and partners.
Applies financial planning principles and communicates recommendations.
Aligns portfolios to client goals, risk tolerance, and long-term outcomes.
Actively seeks, receives, and applies feedback.
Communicates openly about development needs.
Adjusts approach to continuously improve advisory effectiveness.
Demonstrates awareness of strengths and limitations.
Communicates questions or concerns early.
Escalates appropriately to serve clients well.
Bachelor’s degree.
Active FINRA Series 7 license.
Active FINRA Series 66 license (or equivalent).
May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
May be obtained within the first 120 days.

Skills

Client Experience
Time Management
Financial Planning
Coachability
Self-Awareness
Communication

Location

On-site

Work Type

On-site

Education Level

Bachelor’s degree

Benefits

Bonus or incentive opportunities

About the Company

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.