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.
• Coachability: Actively seek, receive, and apply feedback; communicate openly about development needs and adjust approach 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

Qualifications

• Client Experience: Ability to build trust by actively listening, asking thoughtful questions, and 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.

Skills

Not specified

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off 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

Pay

Commensurate with experience

Schedule

Varies based on client needs and business requirements