Hybrid Wealth Advisor: Client‑Focused Planning

Charles Schwab; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid/On-site collaboration

Competitive benefits

Bonus or incentive opportunities

Job summary

Charles Schwab is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s investing approach.

You will collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals. The role emphasizes in-office collaboration and on-site work at the specified locations.

Qualifications

• Client experience: Ability to build trust by listening, asking thoughtful questions, translating complex financial concepts.
• Time management: Prioritize client meetings, planning, and follow-through with clear timelines.
• Financial planning: Align portfolios to client goals, risk tolerance, and long-term outcomes.
• Coachability: Actively seeks feedback and improves advisory effectiveness.
• Self-awareness: Recognizes strengths/limitations and escalates as needed.

Responsibilities

• Manage ongoing client relationships with holistic financial planning.
• Provide tailored investment guidance aligned to client goals and risk tolerance.
• Collaborate with an advisory team to support clients through complex decisions.

Job description

Charles Schwab is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s investing approach.

You will collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals. The role emphasizes in-office collaboration and on-site work at the specified locations.