Wealth Advisor: Client‑Focused Financial Planning

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

Benefits offered by this job

401(k) match

Paid vacation & sabbatical

Parental leave

Tuition reimbursement

Health/dental/vision insurance

Job summary

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

This role thrives in a relationship-driven environment, requiring clear communication, ownership of client outcomes, and a commitment to trust and fiduciary service.

Qualifications

• Ability to build trust by listening actively and translating complex concepts into guidance clients can act on.
• Prioritize client meetings, plan work, and communicate timelines clearly with clients and partners.
• Apply financial planning principles to align portfolios with goals and risk tolerance.
• Actively seek feedback and adjust approach to improve advisory effectiveness.
• Demonstrate self-awareness and escalate concerns to serve clients well.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned with Schwab’s approach to investing.
• Collaborate with an advisory team to support clients through complex decisions.
• Drive client outcomes, long-term retention, and advisory excellence.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor’s degree

Job description

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

This role thrives in a relationship-driven environment, requiring clear communication, ownership of client outcomes, and a commitment to trust and fiduciary service.