Wealth Advisor: Holistic Planning & Client Impact

Charles Schwab Corporation; Jersey City (NJ); On-site; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab Corporation in Jersey City seeks a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach. You’ll collaborate with an advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals.

We believe in in-office collaboration and expect the selected candidate to work on site in Jersey City, NJ, and nearby locations.

Qualifications

• Client experience: ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts.
• Time management: prioritize client meetings, planning work, and follow-through while clearly setting expectations, timelines, and next steps with clients and partners.
• Financial planning: applies financial planning principles and aligns portfolios to client goals, risk tolerance, and long-term outcomes.
• Coachability/Self-awareness: seeks feedback, communicates development needs, and improves advisory effectiveness.

Responsibilities

• Manage ongoing client relationships and deliver holistic financial planning.
• Provide tailored investment guidance aligned to Schwab’s approach to investing.
• Collaborate with advisory team to support clients through complex financial decisions.

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 designation

Job description

Charles Schwab Corporation in Jersey City seeks a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach. You’ll collaborate with an advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals.

We believe in in-office collaboration and expect the selected candidate to work on site in Jersey City, NJ, and nearby locations.