Wealth Advisor: Client-Centric Financial Planning

Charles Schwab Corporation; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

Charles Schwab Corporation is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach. You’ll collaborate with an experienced advisory team to support clients through complex decisions while helping them stay focused on long-term goals.

This on-site role requires a Bachelor’s degree and active FINRA Series 7/66 licenses. A CFP/CFA designation is preferred.

Qualifications

• Bachelor’s degree required; FINRA licenses must be active or obtained within stated timelines.
• Strong client communication and interpersonal skills essential.
• Ability to translate complex financial concepts into actionable guidance.

Responsibilities

• Manage ongoing client relationships with Schwab Wealth Advisory clients.
• Deliver holistic financial planning and tailored investment guidance.
• Collaborate with advisory team to support clients through complex decisions.
• Help clients stay focused on long-term financial goals.
• Communicate clearly and empathetically to clients and partners.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self‑Awareness

Education

Bachelor’s degree

Active FINRA Series 7 license

Active FINRA Series 66 license

Job description

Charles Schwab Corporation is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach. You’ll collaborate with an experienced advisory team to support clients through complex decisions while helping them stay focused on long-term goals.

This on-site role requires a Bachelor’s degree and active FINRA Series 7/66 licenses. A CFP/CFA designation is preferred.