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 our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals. 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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Requirements
- Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
- Ability to prioritize client meetings, planning work, and follow-through while clearly setting expectations, timelines, and next steps with clients and partners.
- Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long-term outcomes.
- Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
- Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.
- Bachelor’s degree
- Active FINRA Series 7 license
- Active FINRA Series 66 license (or equivalent)
Nice To Haves
- CFP® or CFA® designation
- May obtain FINRA Series 7 license with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
- May obtain FINRA Series 66 license within the first 120 days
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
- Help clients stay focused on long-term goals
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
