Client-Focused Wealth Advisor: Holistic Planning

Charles Schwab Corporation; Richfield Township (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

Charles Schwab Corporation in Richfield Township, OH seeks a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s approach to investing.

The role thrives in a relationship‑driven environment, requires clear communication and empathy, and emphasizes ownership of client outcomes, long‑term retention, and advisory excellence through in‑office collaboration.

Qualifications

• Client experience: build trust with active listening, ask thoughtful questions, translate complex concepts.
• Time management: prioritize meetings, plan work, set expectations with clients and partners.
• Financial planning: apply planning principles, align portfolios to goals, risk tolerance, outcomes.
• Coachability: seek/receive feedback and adjust approach to improve effectiveness.
• Self-awareness: recognize strengths/limitations, ask questions early, escalate appropriately.

Responsibilities

• Manage client relationships and deliver holistic financial planning.
• Provide tailored investment guidance and collaborate with advisory team.
• Support clients through complex decisions and help maintain long-term goals.

Skills

Client experience

Time management

Financial planning

Coachability

Self-awareness

Education

Bachelor’s degree

Job description

Charles Schwab Corporation in Richfield Township, OH seeks a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s approach to investing.

The role thrives in a relationship‑driven environment, requires clear communication and empathy, and emphasizes ownership of client outcomes, long‑term retention, and advisory excellence through in‑office collaboration.