Wealth Advisor, Schwab Wealth Advisory

About the role

As a Wealth Advisor at Schwab Wealth Advisory, you will manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s approach to investing. This role is ideal for someone who thrives in a relationship-driven environment, communicates with clarity and empathy, and takes ownership of client outcomes.

Responsibilities

• Build trust by actively listening, asking thoughtful questions, and translating complex financial concepts into actionable guidance for clients.
• Prioritize client meetings, planning work, and follow-through while clearly setting expectations, timelines, and next steps with clients and partners.
• Apply financial planning principles and communicate recommendations that align portfolios with client goals, risk tolerance, and long-term outcomes.
• Actively seek, receive, and apply feedback; communicate openly about development needs and adjust approaches to continuously improve advisory effectiveness.
• Demonstrate self-awareness, including awareness of strengths and limitations, and communicate questions or concerns early to serve clients well.

Requirements

• Bachelor’s degree
• Active FINRA Series 7 license - may be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
• Active FINRA Series 66 license (or equivalent) - may be obtained within the first 120 days

Preferred Qualifications

• CFP® or CFA®