Wealth Advisor — Client‑Focused Financial Guidance

Charles Schwab; Campbell (CA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Paid time for vacation and volunteering

Job summary

Charles Schwab is seeking a Wealth Advisor in Campbell, California, where you will manage client relationships, provide tailored investment guidance, and deliver financial planning services. This role is perfect for someone who thrives in a relationship-driven environment.

Required qualifications include a Bachelor's degree, Active FINRA licenses, and strong client management skills. Additionally, Schwab values collaboration and flexibility, allowing for a hybrid work environment and opportunities for professional growth.

Qualifications

• Ability to build trust by listening actively.
• Ability to prioritize client meetings and follow-through.
• Applies financial planning principles effectively.
• Actively seeks and applies feedback for improvement.
• Demonstrates awareness of self-strengths and limitations.

Responsibilities

• Manage ongoing client relationships.
• Deliver holistic financial planning.
• Provide tailored investment guidance.
• Support clients through complex financial decisions.
• Help clients stay focused on long-term goals.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor's degree

Active FINRA Series 7 license

Active FINRA Series 66 license (or equivalent)

Tools

CFP® or CFA® (preferred)

Job description

Charles Schwab is seeking a Wealth Advisor in Campbell, California, where you will manage client relationships, provide tailored investment guidance, and deliver financial planning services. This role is perfect for someone who thrives in a relationship-driven environment.

Required qualifications include a Bachelor's degree, Active FINRA licenses, and strong client management skills. Additionally, Schwab values collaboration and flexibility, allowing for a hybrid work environment and opportunities for professional growth.