Wealth Advisor - Holistic Planning & Client Impact

Charles Schwab; Lone Tree (CO); On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

401(k) match

PTO and sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision

Job summary

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

This role emphasizes in‑office collaboration, with the selected candidate expected to work on site in the specified locations.

Qualifications

• Client experience: build trust, active listening, translate complex concepts into guidance.
• Time management: prioritize meetings, plan work, set expectations with clients and partners.
• Financial planning: align portfolios to goals, risk, and long-term outcomes.
• Coachability: seek/apply feedback, adjust approach to improve advisory effectiveness.
• Self-awareness: recognize strengths/limits, escalate when needed.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor’s degree

Active FINRA Series 7

Active FINRA Series 66

CFP® or CFA® (preferred)

Job description

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

This role emphasizes in‑office collaboration, with the selected candidate expected to work on site in the specified locations.