Wealth Advisor: Holistic Planning & Client Impact

Charles Schwab; Jersey City (NJ); On-site; USD 90,000 - 170,000; Full time

Benefits offered by this job

401(k) with company match

PTO & sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Employee stock purchase plan

Job summary

Charles Schwab in Jersey City 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’ll collaborate with an experienced advisory team to support clients through complex decisions while helping them stay focused on long-term goals. The role emphasizes in-office collaboration and requires FINRA licenses.

Qualifications

• Build trust by listening actively, asking questions, and translating complex financial concepts clearly.
• Prioritize client meetings, planning, and follow-through with clear timelines.
• Apply financial planning principles to align portfolios with goals and risk tolerance.
• Actively seek and apply feedback to improve advisory effectiveness.
• Demonstrate awareness of strengths and limitations, escalate issues when needed.

Responsibilities

• Build and maintain ongoing client relationships and trust.
• Deliver holistic financial planning and tailored investment guidance.
• Collaborate with advisory team to support complex financial decisions.
• Communicate recommendations clearly to align with client goals.
• Help clients stay focused on long-term objectives.

Skills

Client experience

Time management

Financial planning

Coachability

Self-awareness

Education

Bachelor’s degree

Job description

Charles Schwab in Jersey City 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’ll collaborate with an experienced advisory team to support clients through complex decisions while helping them stay focused on long-term goals. The role emphasizes in-office collaboration and requires FINRA licenses.