Wealth Advisor: Holistic Planning & Client Impact (Hybrid)

Charles Schwab; Walnut Creek (CA); Vor Ort; USD 110.000 - 170.000; Vollzeit

Benefits dieser Stelle

401(k) match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Zusammenfassung

Charles Schwab, Walnut Creek, is seeking a Wealth Advisor to manage client relationships and deliver holistic financial planning. You will provide tailored investment guidance aligned with Schwab’s approach and collaborate with an experienced advisory team to support clients through complex decisions and long‑term goals.

This role emphasizes relationship-building, clear communication, and ownership of client outcomes, with on‑site collaboration and a strong focus on in‑person work in specified

Qualifikationen

• Client-focused advisory skills and ability to translate complex financial concepts into guidance clients can act on.
• Effective prioritization of client meetings and planning with clear timelines and next steps.
• Use financial planning principles to align portfolios with client goals and risk tolerance.
• Willingness to receive feedback and continuously improve advisory effectiveness.

Aufgaben

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

Kenntnisse

Client experience

Time management

Financial planning

Coachability

Self-awareness

Ausbildung

Bachelor’s degree

Jobbeschreibung

Charles Schwab, Walnut Creek, is seeking a Wealth Advisor to manage client relationships and deliver holistic financial planning. You will provide tailored investment guidance aligned with Schwab’s approach and collaborate with an experienced advisory team to support clients through complex decisions and long‑term goals.

This role emphasizes relationship-building, clear communication, and ownership of client outcomes, with on‑site collaboration and a strong focus on in‑person work in specified