Wealth Advisor — Client‑Focused Financial Planning (Hybrid)

Charles Schwab; Charlotte (NC); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation

Sabbatical every 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

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

This role is ideal for someone who thrives in a relationship-driven environment, communicates with clarity, and takes ownership of client

Qualifications

• Bachelor’s degree
• Active FINRA Series 7 license
• Active FINRA Series 66 license (or equivalent)
• CFP® or CFA® designation preferred

Responsibilities

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

Job description

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

This role is ideal for someone who thrives in a relationship-driven environment, communicates with clarity, and takes ownership of client