Client-Focused Wealth Advisor

Charles Schwab Corporation; Orlando (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Charles Schwab Corporation in Orlando is seeking a Wealth Advisor to manage ongoing client relationships, delivering holistic financial planning and tailored investment guidance aligned with Schwab’s fiduciary approach.

You will collaborate with an experienced advisory team to support clients through complex decisions, helping them stay focused on long‑term goals. This role emphasizes relationship management, clarity, empathy, and ownership of outcomes.

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.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned to clients' goals and Schwab’s approach to investing.
• Collaborate with advisory team to support clients through complex financial decisions.
• Support client retention and advisory excellence through proactive communication.

Job description

Charles Schwab Corporation in Orlando is seeking a Wealth Advisor to manage ongoing client relationships, delivering holistic financial planning and tailored investment guidance aligned with Schwab’s fiduciary approach.

You will collaborate with an experienced advisory team to support clients through complex decisions, helping them stay focused on long‑term goals. This role emphasizes relationship management, clarity, empathy, and ownership of outcomes.