Wealth Advisor: Client-Focused Financial Planner (Bonus)

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

Job summary

The Charles Schwab Corporation is seeking a Wealth Advisor in Tysons, VA to manage client relationships and provide holistic financial planning and tailored investment guidance. You will work closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This on‑site role emphasizes clear communication, client outcomes, and fiduciary service.

Qualifications

• Build trust by listening actively, asking thoughtful questions, and translating complex financial concepts.
• Prioritize client meetings, plan work, and set expectations with clients and partners.
• Apply financial planning principles and align portfolios to client goals and risk tolerance.
• Actively seek, receive, and apply feedback to improve advisory effectiveness.
• Be aware of strengths/limitations and escalate issues to serve clients well.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned with Schwab’s investment philosophy.
• Collaborate with an advisory team to support clients through complex decisions while focusing on long‑term goals.

Skills

Client experience

Time management

Financial planning

Coachability

Self-awareness

Education

Bachelor’s degree

Job description

The Charles Schwab Corporation is seeking a Wealth Advisor in Tysons, VA to manage client relationships and provide holistic financial planning and tailored investment guidance. You will work closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This on‑site role emphasizes clear communication, client outcomes, and fiduciary service.