Wealth Advisor: Holistic Financial Planning & Client Growth

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

Job summary

Charles Schwab Corporation is seeking a Wealth Advisor in Westlake, TX to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary standards.

You will collaborate with an advisory team to support clients through complex decisions, helping them stay focused on long‑term goals and client confidence. This on‑site role emphasizes collaboration and advisory excellence.

Qualifications

• Ability to build trust by listening actively and translating complex financial concepts into guidance clients can act on.
• Prioritize client meetings, planning work, and follow‑through with clear expectations and timelines.
• Apply financial planning principles to align portfolios with client goals, risk tolerance, and long‑term outcomes.
• Actively seeks and applies feedback; communicates development needs and adjusts approach.
• Demonstrates self‑awareness and escalates concerns to serve clients well.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor’s degree

FINRA Series 7 license

FINRA Series 66 license

CFP® or CFA®

Job description

Charles Schwab Corporation is seeking a Wealth Advisor in Westlake, TX to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary standards.

You will collaborate with an advisory team to support clients through complex decisions, helping them stay focused on long‑term goals and client confidence. This on‑site role emphasizes collaboration and advisory excellence.