Wealth Advisor: Holistic Planning & Client Growth

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

Benefits offered by this job

Bonus opportunities

On-site collaboration

Job summary

Charles Schwab Corporation is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach. You will collaborate with an experienced advisory team to support clients through complex decisions and long‑term goals.

This role emphasizes clear communication, empathy, and ownership of client outcomes, with on‑site collaboration in Chicago and other locations.

Qualifications

• Ability to build trust by listening actively, translating complex financial concepts into guidance clients can act on.
• Prioritize client meetings, planning work, and follow‑through while setting expectations and timelines with clients and partners.
• Apply financial planning principles and align portfolios to client goals, risk tolerance, and long‑term outcomes.
• Actively seek, receive, and apply feedback; communicate development needs and adapt to improve advisory effectiveness.
• Be aware of strengths and limitations, raise questions early, and escalate appropriately to serve clients well.

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 decisions and long‑term goals.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor’s degree

Job description

Charles Schwab Corporation is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary approach. You will collaborate with an experienced advisory team to support clients through complex decisions and long‑term goals.

This role emphasizes clear communication, empathy, and ownership of client outcomes, with on‑site collaboration in Chicago and other locations.