Wealth Advisor: Client‑Driven Planning in a Hybrid Role

Charles Schwab; Los Angeles (CA); In loco; USD 120.000 - 190.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with company match

Paid time for vacation and sabbatical

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Descrizione del lavoro

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

The role emphasizes relationship-building in a collaborative team with a focus on long‑term client outcomes, compliance, and delivering meaningful financial guidance. A hybrid/onsite work model supports in‑person client engagement and team collaboration.

Competenze

• Ability to build trust by listening actively, asking thoughtful questions, and translating complex financial concepts into guidance clients can understand and act on.
• Ability to prioritize client meetings, planning work, and follow‑through while setting expectations with clients and partners.
• Applies financial planning principles and aligns portfolios to client goals, risk tolerance, and long‑term outcomes.
• Actively seeks, receives, and applies feedback; communicates development needs and adjusts approach to improve advisory effectiveness.
• Demonstrates awareness of strengths and limitations, communicates questions early, and escalates appropriately to serve clients.

Mansioni

• Manage ongoing client relationships with a fiduciary approach and personalized service.
• Deliver holistic financial planning and tailored investment guidance.
• Collaborate with an advisory team to support clients through complex decisions.
• Contribute to client confidence, long‑term retention, and advisory excellence.
• Work on site in the specified locations to support in‑person collaboration with the team.

Conoscenze

Client experience

Time management

Financial planning

Coachability

Self-awareness

Formazione

Bachelor’s degree

FINRA Series 7 license

FINRA Series 66 license

CFP® or CFA® (preferred)

Descrizione del lavoro

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

The role emphasizes relationship-building in a collaborative team with a focus on long‑term client outcomes, compliance, and delivering meaningful financial guidance. A hybrid/onsite work model supports in‑person client engagement and team collaboration.