International Wealth Advisor, Schwab Wealth Advisory
About The Position
Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to clients. The International Wealth Advisor manages ongoing client relationships, delivers holistic financial planning, and provides tailored investment guidance aligned to Schwab’s approach to investing. The advisor collaborates with an experienced advisory team to support clients through complex financial decisions and help them stay focused on long-term goals. The role is suited to someone who thrives in a relationship-driven environment, communicates clearly and empathetically, and takes ownership of client outcomes. The work supports client confidence, long-term retention, and advisory excellence. The selected candidate is expected to work on site in the specified locations.
Requirements
- Bachelor’s degree.
- Active FINRA Series 7 license; certified and current CFP® or CFA® designation holders may obtain it under a 120-day condition of employment, with the designation verified before hire.
- Active FINRA Series 66 license or equivalent; may be obtained within the first 120 days.
- Bilingual in English and Spanish.
- Prior experience supporting international clients.
- Ability to build trust through active listening, thoughtful questions, and clear communication of complex financial concepts.
- Ability to prioritize client meetings, planning work, and follow-through, and set clear expectations, timelines, and next steps.
- Ability to apply financial planning principles and align portfolio recommendations with client goals, risk tolerance, and long-term outcomes.
- Ability to seek and apply feedback, communicate development needs, and adjust approach.
- Awareness of strengths and limitations, and ability to raise concerns early and escalate appropriately.
Nice To Haves
- CFP® or CFA® designation.
- FINRA Series 9, 10, or 24 license.
- Fluency in Portuguese in reading, writing, and speaking.
Responsibilities
- Manage ongoing client relationships.
- Deliver holistic financial planning.
- Provide tailored investment guidance aligned to Schwab’s approach to investing.
- Collaborate with an experienced advisory team to support clients through complex financial decisions.
- Help clients stay focused on long-term goals.
- Build client trust through active listening, thoughtful questions, and clear explanations of complex financial concepts.
- Prioritize client meetings, planning work, and follow-through, while setting clear 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.
- Seek, receive, and apply feedback; communicate development needs and adjust approach to improve advisory effectiveness.
- Recognize strengths and limitations, communicate questions or concerns early, and escalate appropriately to serve clients well.
Benefits
- Eligible for bonus or incentive opportunities in addition to the salary range.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
