Global Wealth Advisor - Hybrid, Bilingual & Client-Centric

Charles Schwab; Orlando (FL); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Paid time for vacation and sabbatical

Tuition reimbursement

Parental leave and family-building

Job summary

Schwab Wealth Advisory 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.

You’ll collaborate with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals. The role emphasizes on‑site collaboration and client outcomes.

Qualifications

• Bachelor’s degree required.
• Active FINRA Series 7 license.
• Active FINRA Series 66 license.
• CFP® or CFA® designation preferred.
• Bilingual (English & Spanish).
• Prior experience supporting international clients."

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned to clients’ goals and risk tolerance.
• Collaborate with advisory team to support clients through complex financial decisions.
• Communicate clearly with clients, conveying complex concepts with empathy.

Skills

Client experience

Time management

Financial planning

Coachability

Self-awareness

Bilingual English & Spanish

International client support

Education

Bachelor’s degree

FINRA Series 7 license

FINRA Series 66 license

CFP® or CFA® designation (preferred)

Job description

Schwab Wealth Advisory 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.

You’ll collaborate with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals. The role emphasizes on‑site collaboration and client outcomes.