Wealth Advisor, Schwab Wealth Advisory

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 with Schwab's approach to investing.

Responsibilities

• Build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
• 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 in a way that aligns portfolios to client goals, risk tolerance, and long-term outcomes.
• Collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals.
• Communicate with clarity and empathy, taking ownership of client outcomes.

Requirements

• Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
• Time Management: Ability to prioritize client meetings, planning work, and follow-through while clearly setting expectations, timelines, and next steps with clients and partners.
• Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long-term outcomes.
• Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
• Self-Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.

Qualifications

• 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®

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance