Wealth Advisor, Schwab Wealth Advisory

About the role

Your opportunity at Schwab Wealth Advisory is to lead the way in providing personalized financial planning and investment guidance to clients. This role requires a strong foundation in client relationships, financial planning, and communication skills.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning
• Provide tailored investment guidance aligned with Schwab’s approach to investing
• Collaborate with an experienced advisory team to support complex financial decisions
• Communicate with clarity and empathy to build client trust and confidence

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.

Preferred Qualifications

• CFP® or CFA®