Senior Wealth Advisor - Strategic Client Planner (Hybrid)

Charles Schwab Careers; Orlando (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

Charles Schwab Careers is seeking a Senior Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance in a fiduciary-driven environment.

You will collaborate with a seasoned advisory team to support clients through complex decisions while helping them stay focused on long‑term goals, in an in‑office collaboration setting.

Qualifications

• CFP designation or CFA designation required.
• Bachelor’s degree required.
• Active FINRA Series 7 license required (may be obtained with a 120‑day condition).
• Active FINRA Series 66 license required (may be obtained within the first 120 days).

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 financial decisions.
• Help clients stay focused on long‑term goals and outcomes.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

CFP designation

CFA designation

Bachelor’s degree

Job description

Charles Schwab Careers is seeking a Senior Wealth Advisor to lead ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance in a fiduciary-driven environment.

You will collaborate with a seasoned advisory team to support clients through complex decisions while helping them stay focused on long‑term goals, in an in‑office collaboration setting.