Wealth Advisor, Schwab Wealth Advisory

About the role

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, delivering holistic financial planning and tailored investment guidance aligned with Schwab’s approach to investing.
• Collaborate closely with an experienced advisory team to support clients through complex financial decisions.
• Communicate complex financial concepts in a way that clients can understand and act on.
• Apply financial planning principles and communicate recommendations that align portfolios with client goals, risk tolerance, and long-term outcomes.
• Prioritize client meetings, planning work, and follow-through while clearly setting expectations, timelines, and next steps with clients and partners.
• Actively seek, receive, and apply feedback to continuously improve advisory effectiveness.
• Demonstrate self-awareness, communicating questions or concerns early and escalating appropriately 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 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.

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

Schedule

This role is based on-site in the specified locations.