Wealth Advisor: Holistic Planning & Client Impact

Charles Schwab Careers; Walnut Creek (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5–5

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Wealth Advisor in Walnut Creek, CA. You will manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s approach to investing.

This role emphasizes relationship‑driven service, clear communication, and ownership of client outcomes. The selected candidate will collaborate with an experienced advisory team and work on-site with optional hybrid arrangements as needed.

Qualifications

• Bachelor’s degree required and active FINRA licenses.
• Ability to translate complex financial concepts for clients.
• Strong time management and planning for client meetings.
• Open to CFP/CFA designation as a plus.
• Demonstrated self-awareness and development mindset.

Responsibilities

• Build trust by delivering holistic financial planning.
• Manage ongoing client relationships and advisory needs.
• Provide tailored investment guidance aligned with client goals.
• Collaborate with advisory team on complex decisions.
• Support client outcomes to improve long-term retention.

Skills

Client Experience

Time Management

Financial Planning

Coachability

Self-Awareness

Education

Bachelor’s degree

FINRA Series 7

FINRA Series 66

Job description

Charles Schwab is seeking a Wealth Advisor in Walnut Creek, CA. You will manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s approach to investing.

This role emphasizes relationship‑driven service, clear communication, and ownership of client outcomes. The selected candidate will collaborate with an experienced advisory team and work on-site with optional hybrid arrangements as needed.