Wealth Advisor: Holistic Planning & Client Growth (Hybrid)

Charles Schwab; Dallas, Westlake (TX, TX); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab in Dallas, TX 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 will work with a seasoned advisory team to support clients through complex decisions while keeping long-term goals in focus.

This role emphasizes relationship-driven work and in-person collaboration as we expect the selected candidate to be on-site in the Dallas area, with a

Qualifications

• Bachelor's degree required and FINRA licenses active.
• Ability to translate complex financial concepts into guidance.
• Strong planning, client communication, and collaboration skills.

Responsibilities

• Manage ongoing client relationships with a fiduciary approach.
• Deliver holistic financial planning and tailored investment guidance.
• Collaborate with advisory team to support complex decisions.
• Help clients stay focused on long-term goals and outcomes.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor's degree

Active FINRA Series 7 license

Active FINRA Series 66 license

CFP® or CFA®

Job description

Charles Schwab in Dallas, TX 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 will work with a seasoned advisory team to support clients through complex decisions while keeping long-term goals in focus.

This role emphasizes relationship-driven work and in-person collaboration as we expect the selected candidate to be on-site in the Dallas area, with a