Global Wealth Advisor - Onsite & Bilingual (EN/ES)

Charles Schwab Corporation; Orlando (FL); Vor Ort; USD 85.000 - 125.000; Vollzeit

Zusammenfassung

Charles Schwab Corporation in Orlando seeks a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary standard.

This role thrives in a relationship-driven environment and requires collaboration with an advisory team to support clients through complex financial decisions while focusing on long-term goals. On-site in the specified locations is expected.

Qualifikationen

• Ability to build trust by listening actively and translating complex financial concepts into actionable guidance.
• Ability to prioritize client meetings and set clear expectations with clients and partners.
• Applies financial planning principles and aligns portfolios to client goals and risk tolerance.
• Actively seeks feedback, learns, and improves advisory effectiveness.
• Demonstrates self-awareness, communicates questions early, and escalates when needed to serve clients.

Aufgaben

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

Kenntnisse

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Ausbildung

Bachelor’s degree

Jobbeschreibung

Charles Schwab Corporation in Orlando seeks a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary standard.

This role thrives in a relationship-driven environment and requires collaboration with an advisory team to support clients through complex financial decisions while focusing on long-term goals. On-site in the specified locations is expected.