Wealth Advisor — Holistic Planning & Client Growth

Charles Schwab Corporation; Richfield Township (OH); In loco; USD 90.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonus opportunities

Descrizione del lavoro

Charles Schwab Corporation in Ohio seeks a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary standards. You’ll collaborate with an experienced advisory team to help clients navigate complex financial decisions, stay focused on long-term goals, and drive client confidence and retention.

This on-site role emphasizes relationship-building, clear communication, and ownership of outcomes

Competenze

• Build trust by listening actively, asking thoughtful questions, and translating complex financial concepts into guidance.
• Prioritize client meetings and planning work, communicating timelines and next steps.
• Apply financial planning principles to align portfolios with client goals and risk tolerance.
• Be coachable, seek feedback, and continuously improve advisory effectiveness.
• Show self-awareness, raise questions early, and escalate appropriately to serve clients.

Mansioni

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned with client goals and risk tolerance.
• Collaborate with advisory team to support clients through complex decisions.
• Help clients stay focused on long-term goals and retention.

Conoscenze

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Formazione

Bachelor’s degree

Active FINRA Series 7 license

Active FINRA Series 66 license

CFP® or CFA®

Descrizione del lavoro

Charles Schwab Corporation in Ohio seeks a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s fiduciary standards. You’ll collaborate with an experienced advisory team to help clients navigate complex financial decisions, stay focused on long-term goals, and drive client confidence and retention.

This on-site role emphasizes relationship-building, clear communication, and ownership of outcomes