Wealth Advisor — Client-Focused Investment Strategist

Charles Schwab; Tysons (VA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Volunteer time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab is seeking a Wealth Advisor to join Schwab Wealth Advisory in Tysons, VA. The role provides fiduciary, fee-based advisory services to clients, leveraging a broad array of products to manage complex portfolios and help clients reach their goals.

You will work as part of a dedicated team with other seasoned advisors, providing personalized financial planning and ongoing advice while staying compliant with regulatory requirements.

Qualifications

• Bachelor’s degree required.
• Active FINRA Series 7 license required.
• Active FINRA Series 66 license required.
• CFP or CFA designation preferred or may be obtained within 120 days for CFP/CFA holders.
• Three or more years of advisory experience with client-focused financial planning.
• Five or more years in the financial services industry serving clients.

Responsibilities

• Provide fiduciary wealth advisory services to clients within Schwab Wealth Advisory.
• Develop and customize financial plans and portfolios across investments, managed accounts and options.
• Deliver an exceptional client experience and deepen client relationships.
• Collaborate with Schwab Wealth Advisory team and partners to meet client goals.

Skills

FINRA Series 7

FINRA Series 66

CFP or CFA

Relationship management

Education

Bachelor’s degree

Job description

Charles Schwab is seeking a Wealth Advisor to join Schwab Wealth Advisory in Tysons, VA. The role provides fiduciary, fee-based advisory services to clients, leveraging a broad array of products to manage complex portfolios and help clients reach their goals.

You will work as part of a dedicated team with other seasoned advisors, providing personalized financial planning and ongoing advice while staying compliant with regulatory requirements.