Wealth Advisor - Hybrid, Client-Focused Financial Planning

Charles Schwab Careers; Chicago (IL); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Careers is seeking a Wealth Advisor in Chicago to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance. You will collaborate with an advisory team to support clients through complex financial decisions, focusing on long-term goals and fiduciary duty.

The role requires a Bachelor’s degree, FINRA Series 7 and 66 licenses (CFP/CFA preferred), and a strong client-service mindset.

Qualifications

• Ability to build trust by listening actively and translating complex financial concepts into guidance clients can act on.
• Prioritize client meetings, planning work, and follow-through with clear timelines and next steps.

Responsibilities

• Applies financial planning principles and aligns portfolios to client goals, risk tolerance, and long-term outcomes.
• Actively seeks, receives, and applies feedback to improve advisory effectiveness.
• Demonstrates awareness of strengths and limitations and escalates appropriately to serve clients.

Skills

Client experience

Time management

Financial planning

Coachability

Self-awareness

Education

Bachelor's degree

FINRA Series 7

FINRA Series 66

CFP® or CFA® (preferred)

Job description

Charles Schwab Careers is seeking a Wealth Advisor in Chicago to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance. You will collaborate with an advisory team to support clients through complex financial decisions, focusing on long-term goals and fiduciary duty.

The role requires a Bachelor’s degree, FINRA Series 7 and 66 licenses (CFP/CFA preferred), and a strong client-service mindset.