Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Wealth Advisor, Schwab Wealth Advisory role.
Rezi rewrites your resume against Charles Schwab Inc.'s job description. Free.
Tailor your resume to this Wealth Advisor, Schwab Wealth Advisory role.
Rezi rewrites your resume against Charles Schwab Inc.'s job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Wealth Advisor, Schwab Wealth Advisory posting at Charles Schwab Inc. — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Wealth Advisor, Schwab Wealth Advisory posting at Charles Schwab Inc. — free, in seconds.
About the Role
Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals. This role is ideal for someone who thrives in a relationship-driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long-term retention, and advisory excellence.
Responsibilities
- Manage ongoing client relationships
- Deliver holistic financial planning
- Provide tailored investment guidance aligned to Schwab’s approach to investing
- Collaborate with an experienced advisory team to 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 into guidance clients can understand and act on
- Ability to prioritize client meetings, planning work, and follow-through while clearly setting expectations, timelines, and next steps with clients and partners
- Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long-term outcomes
- Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness
- Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and 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
Location
- On-site
Work Type
- Full-time
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.