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
• Deliver holistic financial planning
• Provide tailored investment guidance aligned to Schwab’s approach to investing
• Collaborate closely with an experienced advisory team to support clients through complex financial decisions

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)

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.

Skills

• Strong communication and interpersonal skills
• Ability to manage multiple tasks and priorities
• Knowledge of financial planning and investment strategies
• Proficiency in financial software and tools

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
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Pay

• Competitive salary range
• Eligible for bonus or incentive opportunities

Schedule

• Hybrid work and flexible schedule