Hybrid Wealth Advisor — Trusted Planning & Client Impact

Fairygodboss; Westlake (TX); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after every 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab Wealth Advisory is seeking 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 will collaborate with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals, with a commitment to in-office collaboration and a hybrid work model.

Qualifications

• Ability to build trust by listening actively and translating complex financial concepts into guidance clients can act on.
• Ability to prioritize client meetings, planning work, and follow-through with clear timelines.
• Applies financial planning principles and aligns portfolios to client goals, risk tolerance, and long-term outcomes.
• Actively seeks and applies feedback to improve advisory effectiveness.
• Demonstrates awareness of strengths and limitations and escalates appropriately to serve clients.

Responsibilities

• 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 decisions and long-term goals.

Skills

Client experience

Time management

Financial planning

Coachability

Self-awareness

Education

Bachelor's degree

Tools

FINRA Series 7 license

FINRA Series 66 license

Job description

Schwab Wealth Advisory is seeking 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 will collaborate with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals, with a commitment to in-office collaboration and a hybrid work model.