Wealth Advisor - Client-First Planning + Bonus Eligible

Charles Schwab Corporation; Orlando (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

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

This role rewards clear communication, empathy, and ownership of client outcomes.

Qualifications

• Client experience to build trust by listening and translating complex financial concepts.
• Strong time management to prioritize meetings and plan work with clear timelines.
• Apply financial planning principles to align portfolios with client goals and risk tolerance.
• Actively seek and apply feedback to improve advisory effectiveness.
• Demonstrates self‑awareness and communicates questions early to serve clients well.

Responsibilities

• Manage ongoing client relationships and provide holistic financial planning.
• Deliver tailored investment guidance aligned to Schwab’s investment approach.
• Collaborate with 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

Bachelor’s degree

FINRA Series 7 license

FINRA Series 66 license

CFP® or CFA® designation

Job description

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

This role rewards clear communication, empathy, and ownership of client outcomes.